Emerging Markets

Firms also strike new strategic partnership for alternative fixed income solutions

Annual research from IFM Investors puts infrastructure ahead as investors seek to diversify portfolios

Polling suggests policy change disincentivises saving and weakens retirement confidence

Success of Mansion House will depend on a ‘pipeline of UK investment opportunities’

Artificial intelligence, energy security and strategic resources are putting emerging markets at the centre of some of the world's most important investment themes.

With many of the key inputs for AI infrastructure and renewable energy located in emerging economies across Latin America, Africa and Asia-Pacific, EM investors stand to benefit from the global race for resources, says Jan de Bruijn, Client Portfolio Manager at Robeco.

With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific, we think EM investors will be beneficiaries of the global race for resources.

In 2026, emerging market (EM) equities are now being driven by domestic demand, innovation ecosystems and local capital, rather than the US business cycle. If you’re still treating EM as a high beta add on to developed markets, you’re investing with yesterday’s...

Wireless network operator and social infrastructure projects to benefit from investment

Provider of the People's Pension says shift will include investment in UK assets