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Investment Management
Asia’s structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East conflict broke out. Nevertheless, equity markets have outperformed both the US and Europe so far...
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Investment Management
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
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Investment Management
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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Investment Management
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
Investment Management
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
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Investment Management
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Investment Management
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning investors.
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Investment Management
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
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Investment Management
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team, explains why India’s structural growth story is compelling – but not immune to valuation, reform and geopolitics.
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Investment Management
Middle East conflict tests emerging market debt
How are investors differentiating between emerging market credits?
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Investment Management
Strait of Hormuz disruption: How will it impact emerging markets?
A long closure could see many EM countries face recession risk.
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Investment Management
Reforms drive the Latin America rally
How could the return of conservative economic approaches impact markets?
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