Emerging Markets

Emerging market (EM) equities have rebounded by more than 40% from the lows reached in March, due in large part to the tremendous monetary and fiscal stimulus in both developed and EM countries. While we all await clarity on a second wave of COVID-19, the timing of vaccine development, and the outcome of the US election, we’d like to discuss five questions that are shaping our thoughts at State Street Global Advisors on EM equities right now.

In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.

In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.

Samy Muaddi and Willem Visser of T. Rowe Price investigate the challenges that come with investing in Russia, and how to build 'oligarch risk' into models.

T Rowe Price's Andrew Keirle looks at the three stages of a crisis in emerging markets

Many schemes perceive emerging markets as risky investments. Christoph Hofmann explains why this is no longer the case

Lupin Rahman of PIMCO considers the economic outlook for emerging markets

China is gradually opening up its bond market to foreign investors. Robin Creswell looks at how the market is evolving

Traditional fixed income assets are failing to deliver the returns many schemes need. Euan MacLaren assesses whether emerging market debt can provide an alternative

Emerging markets are a good option for investors who can learn from past mistakes