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.
Move comes in a shift from a passive to an active approach in bid to deliver higher returns
Aegon AM, BlackRock and JP Morgan AM to manage offering for 700,000 members
Durham, Surrey and Tyne and Wear LGPS funds have joined the pool’s £700m fund
Martin Lau, FSSA Investment Managers, Greater China Growth strategy, shares his reflections on the past three decades of investing in China markets.
China’s size, economic power and maturity set it aside from other emerging countries
'Portfolio purity’ will not bring about the change needed to tackle the climate crisis
Governance and human rights concerns are leading schemes to revaluate portfolios
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.