Emerging market equities: an exciting universe
Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs, and how we as investors navigate the opportunities and challenges posed by this large and diverse market
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Why responsible investment has greater potential in EMs
With more room for businesses to improve their environmental, social and governance credentials comes greater potential alpha generation, making company selection and data analysis key
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets