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Investment Management
Is your emerging markets exposure diversified?
Uncorrelated and domestically focused, Emerging EMEA markets offer effective diversification.
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Investment Management
How investors can capitalise on an overlooked market?
Often unnoticed emerging EMEA offers attractive opportunities that tap into demographic, social and technological trends.
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Investment Management
Is China's decline India's rise in EM portfolios?
China has lost weight in the portfolios of emerging market equity funds, while India has benefitted the most from the giant's steep decline in recent years.
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Investment Management
Investors are losing interest in the BRICs
The BRICS are expanding, but equity funds that invest in its constituents are disappearing.
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Investment Management
Is equities worth the risk?
With continued volatility in financial markets, is investing in equities worth the risk?
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Investment Management
China’s reopening – What does it means for investors?
Which countries stand to benefit from China's post-pandemic economic reopening?
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Investment Management
China's reopening: implications and impact
Brisk reopening brings quicker consumption response.
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Investment Management
2023 – a year of transition for emerging markets
Growth is set to slow but EMs may still outperform developed markets.
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Investment Management
CAMRADATA explores why Systematic Strategies have declined in popularity and asks will this change as investors seek diversification?
This whitepaper looks at several different areas including systematic managers and consultants, asset owners and advances in technology.
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Investment Management
The Worst Is Likely Behind for Emerging Markets
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
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Investment Management
A brief history of emerging markets debt
Mike Conelius draws on a career spanning 25 years to trace the evolution of the emerging markets debt asset class.
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Investment Management
Latin America’s swing to the left
This conversation with Credit Analyst Aaron Gifford delves into the resurgence of leftist politics in the region.
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