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Videos

Opportunities in onshore Chinese Equities

01 September 2014

Julie Dickson highlights the opportunities available in the Chinese onshore stock market, a market that is opening up for international investors with intiatives such as the Renminbi Qualified Foreign...

Opportunities in the onshore Chinese bond market

01 September 2014

Alexi de Mones outlines opportunities available in Chinese domestic bonds, a huge market that is opening up for international investors with intiatives such as the Renminbi Qualified Foreign Institutional...

EM well prepared for monetary tightening

15 July 2014

Jan Dehn explains why he believes that the stronger fundamentals and sound fiscal and monetary policies in Emerging Markets make them well prepared to cope with tightening global monetary conditions in...

Frontier Markets

29 January 2014

Julie Dickson outlines why she believes Frontier markets offer attractive long term investment potential and why an active approach to investing in this area makes sense.

Market Prospects 2014

20 January 2014

Jan Dehn outlines why the outlook for Emerging Markets in 2014 looks attractive from a technical, fundamental and valuation perspective.

China Real Estate

12 July 2013

Applying a Macro Approach to Emerging Markets Equity Investing

10 July 2013

Macro Outlook - Infrastructure

05 July 2013

The Benefits of Diversification into Emerging Markets Equities

30 April 2013

Market Prospects 2013

06 February 2013

Emerging Markets and the UnWinding of the Global Imbalances

14 December 2012

Overview of Emerging Markets External Debt

14 December 2012

Overview of Emerging Markets Local Currency Debt

14 December 2012

Overview of Emerging Markets Corporate Debt

14 December 2012

Overview of Emerging Markets Blended Debt

14 December 2012

The Origins of Modern Emerging Markets

14 December 2012

Emerging Markets Investing in a De-Leveraging World

14 December 2012

Market Prospects for 2012

10 February 2012