There are 31 item(s) tagged with the keyword "emerging markets".
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Assessing a more fragmented global trade environment, where shifting flows are creating uneven outcomes across the asset class.
Reframing emerging markets through a total return lens, with growing emphasis on income alongside capital appreciation.
Re-examining the case for emerging markets as macro conditions evolve and investor focus begins to broaden.
Emerging Market (EM) equities are back in the spotlight, delivering robust year to date returns driven largely by the IT sector and rising index concentration. While many of the largest constituents remain attractive, compelling opportunities can also be found across sectors, market capitalisations and geographies.
Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.
The decline in UK IPOs is part of a broader global trend, but the UK has been hit particularly hard. With fewer companies listing, more choosing overseas markets, and a steady stream of takeovers, the question is no longer whether there is a problem, but how serious it has become and whether there is a realistic path to recovery.
What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.
Displaying: 1 - 10 of 31