Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
The case for a selective return to EM equities
Emerging equities are trading at 25% discount to global markets with a potential rebound this year, according to SYZ
‘Brazil could be a major outperformer in 2019’
Markets have rallied since election, but concerns remain about Brazil’s controversial new president
How should European fund selectors view Latin America within EM?
Latin America outperformed emerging markets in 2018 and it’s ‘very likely it will continue to outperform next year’
Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
Spanish equities to reap Latam recovery
Investors should set aside Catalonia fears and focus on Spanish corporates’ exposure to rebounding economies in Brazil and Argentina, says expert.
Spectre of left looms over Latam funds
Latin American equity funds have posted solid returns over the last three years on the back of re-bounding commodity prices and Brazil’s return to growth. But elections in three of the region’s largest economies this year could have a significant impact on their prospects.
Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
Rousseff impeachment end of the road for Brazil contrarians
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.