Emerging Markets Archives - Investment Innovation Institute

Insights: Emerging Markets

Emerging Market Debt: Investable Amidst Volatility?

Luis Freitas de Oliveira, Portfolio Manager, Capital Group

EM Near End of Hiking Cycle

Many emerging markets have not embraced the transitory inflation narrative and as a result find themselves at or near the end of their hiking cycles, leaving fixed income investors with plenty of opportunities, Capital Group says.

Tim Buckley, Director of Climate Energy Finance, Australasia

China is Leading the Energy Transition

Emerging Markets, ESG, Innovation

China is the clear world leader when it comes to technology, production and installation of zero emissions sectors of the future like renewable energy and EVs, says Tim Buckley.

Daniel Graña, Portfolio Manager for Emerging Market Equity at Janus Henderson Investors,

The Importance of Top-down in EM

Emerging Markets, Equities

When investing in emerging markets, you can’t ignore the top-down, Janus Henderson’s Daniel Graña says. If you do, you might end up with some nasty surprises.

China: A ‘Known Unknown’ Risk in Equity Portfolios

Emerging Markets, Equities, Webinars

The recent cascade of new regulations, impacting a wide range of sectors from fintech to property and private tuition, was widely perceived as a retrograde move by the government. With the economy largely market-driven over the last four decades, these sudden moves have taken equity markets by surprise.

Anna Weickart, Senior Portfolio Manager, Equities, Cbus

Cbus Mulls Higher Asia Tilt

Emerging Markets, Equities, Women in Finance

After more formally splitting out emerging markets from its global equities portfolio, Cbus is now considering whether it would benefit from a larger tilt towards Asia, which could incorporate a dedicated China exposure.

Shehriyar Antia, Head of Thematic Research, PGIM

Climate Risk and the Data Revolution

Emerging Markets, ESG, Factors, Quant & Systematic

A revolution in data mapping the effects of climate change has created opportunities for investors to develop a more granular picture of the risks involved, while it is also likely to lead to a gradual repricing of assets, PGIM says.

Kheng Siang Ng, Head of Fixed Income, APAC, State Street Global Advisors

FDI Eyes Chinese Bond Market

Emerging Markets, Fixed Income & Credit

Institutional investors are gearing up to buy into the Chinese government bond market, as more global indices are adding these bonds, SSGA says.

Healthcare Innovation in China

Emerging Markets, Equities, Innovation, Webinars

Many investors would be surprised to learn that China is transforming its healthcare ecosystem into one that is incubating a promising culture for future healthcare innovation.

Vish Ramaswami, Head of Asia-Pacific Private Investments at Cambridge Associates

The Future of Chinese Private Equity

Emerging Markets, Private & Alternative Markets

The Chinese private equity (PE) market is at an inflection point after more than a decade of rapid growth. Dan Purves speaks to Cambridge Associates’ Vish Ramaswami about what the next 10 years might look like. From an asset owner’s perspective, 10 years ago, there were relatively few managers available and most employed a generalist […]