Junk boat crossing Hong Kong harbour

Dedicated to Emerging Markets

Ashmore is a specialist Emerging Markets investment manager with over thirty years' experience in these markets. Today we continue to innovate, offering new strategies that provide an opportunity for investors to participate in Emerging Markets.
Thursday, 27th March 2025

Webinar

The turning tide: Emerging Markets in a shifting global landscape

"There are decades where nothing happens; and there are weeks where decades happen."

The quote, attributed to Vladimir Lenin, has never felt more relevant. After a decade of U.S. exceptionalism and weak EM equity returns, we are now witnessing policy shifts that could reverse the trend.

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At Ashmore, we want to keep you well informed and engaged on both on local and global macro events shaping our investments in Emerging Markets. By subscribing, you get notified as soon as we publish our content.

About us

Based in London, the business was founded in 1992 as part of the Australia and New Zealand Banking Group.

ESG

Ashmore has long recognised the importance of sustainability and the impact of its investments.

Our Awards

We are proud to be recognised in the industry and to be shown recognition for our performance and success.
Hot air balloons flying over Cappadocia, Turkey

Our capabilities

Ashmore is a specialist Emerging Markets investment manager with over thirty years’ experience in these markets. Ashmore focuses on a number of investment themes which include External Debt, Local Currency, Corporate Debt, Equities and Alternatives. This section is for information only and some of these investment themes may not be available through mutual funds in your country.

Latest Insights

AI concept - Tariff and geopolitics driving global macro
Weekly investor research

Tariff and geopolitics driving global macro

EM assets held up in February despite tariffs and geopolitics. Ukraine ceasefire odds rose as US-EU tensions drove change. India posted strong fiscal data; Malaysia advanced reforms, Indonesia faced doubts. Argentina tightened policy, Mexico reformed...
The Great Wall of China.
Weekly investor research

EM equity outperformance accelerates

EM stocks outperformed, led by China. Germany's coalition lacks a 2/3 majority. Qatar & Kuwait exit EMBI GD; LATAM gains. Zelenskyy open to stepping down. Korea & Taiwan exports signal downturn. Bolsonaro accused of coup. SA delays budget announcement.
Chinese stock market
Weekly investor research

Chinese tech extends post DeepSeek rally

Chinese tech stocks surge as Xi meets CEOs. Trump plans reciprocal tariffs. Russian oil exports plunge under sanctions. US-Russia talks on Ukraine imminent. Indonesia cuts spending. Brazil’s Lula faces rising disapproval. Romania’s Iohannis resigns.
Colourful spices
Market Commentary

Unlocking the potential of frontier market debt

Traditional EM indices, such as the JP Morgan EMBI Global Diversified (EMBI GD), provide great yield enhancement for global fixed income portfolios. However, the high average duration of this index exposes it to volatility from global risk factors.