Search Result(s)

There are 69 item(s) tagged with the keyword "emerging markets".

Displaying: 1 - 10 of 69

Fund update - Emerging Markets

Fidelity Emerging Markets portfolio manager Nick Price provides an update on the strategy. Following a tumultuous period in developing markets, he discusses how he is positioning the portfolio amid ongoing uncertainty, while also outlining the key areas of opportunity across this large and diverse investment universe.

Tags: Fidelity, equities, emerging markets
Peter Harrison: why we must make nature investible

Heatwaves and other extreme weather events are warning us to rethink our relationship with nature. The financial sector must play its part.

Tags: Schroders, Climate Change, emerging markets, sustainability, Peter Harrison
Fears about green inflation overblown

Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.

Tags: abrdn, Interest Rates, Emerging Markets, Asia, Net Zero, Responsible Investment
Allocations for inflation (part 3): when bond theories collide

In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.

Tags: LGIM, emerging markets, interest rates, multi-asset, Bonds
Stagflation risks intensify as energy markets take centre stage

As shocking events continue to unfold in Ukraine, and sanctions on Russia tighten, the impact on markets and the policy outlook is growing. Fidelity’s Global Head of Solutions & Multi Asset considers the direction of travel for commodities, inflation and policy moves.

Tags: Fidelity, Multi Asset, Europe ex UK, emerging markets
Macro Bytes: The Russia Ukraine crisis

In this episode recorded on 22 February 2022 we look at the rapidly changing developments between Russia and Ukraine and explore the potential longer term geopolitical consequences.

Tags: abrdn, emerging markets, economics
Ukraine crisis - what are the potential economic and market implications?

As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.

Tags: multi-asset, Fixed Income, Emerging Markets, Global, Fidelity
Emerging markets: Still on the (electoral) clock - LGIM Blog

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.

Tags: LGIM, Emerging Markets
Is China sitting on a property bubble?

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.

Tags: LGIM, China, emerging markets
What's ahead for China's markets in the Year of the Ox?

As China celebrates a new lunar year, Fidelity China Consumer Fund Manager Hyomi Jie looks ahead and assesses whether the Year of the Ox (or Bull) will live up to its name. She discusses whether China will be able to sustain its remarkable post-Covid-19 recovery and outlines why investors need to be on guard against divergent sector performance.

Tags: Fidelity, Asia Pacific ex Japan, emerging markets

Displaying: 1 - 10 of 69