Emerging Markets
Emerging Markets | 23 Sep 21
What do ‘normalising’ conditions mean for cyclicals?
Softer growth and US monetary policy reversion to create weaker environment for some sectors
Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
Are long-term structural growth themes in India still intact?
With 1.4 billion people, there is massive under-penetration across sectors
Emerging Markets | 1 Sep 21
EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
Emerging Markets | 4 Aug 21
Multi asset, ESG and emerging market fund demand to rise
With ethical strategies seeing the strongest uptick