April 2024
Features
Uncorrelated and ex-China
BRFI provides many of the features emerging market investors typically look for…
09 Apr
09 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
March 2024
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
January 2024
Blog
Heading to the polls
We look at elections around the world and what they mean for investors…
26 Jan
26 Jan
Features
From Athens to Almaty
FEML’s flexible approach to markets means the trust is well positioned for the year ahead…
31 Jan
31 Jan
Fund Research
JPMorgan Emerging Markets
JMG aims to hold multi-cycle winners over the long run…
24 Jan
24 Jan
December 2023
Blog
This time it’s different
Emerging markets have a very different decade ahead…
29 Dec
29 Dec
Features
A different take
BRFI’s unique investment universe has provided strong differentiated returns…
01 Dec
01 Dec
News
Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec
Fund Research
Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets…
07 Dec
07 Dec
October 2023
Fund Research
Vietnam Enterprise Investments
Significant political developments may be about to give Vietnamese equities a big boost...
25 Oct
25 Oct
Fund Research
Mobius Investment Trust
MMIT has been the top-performing emerging markets trust over its first five years…
12 Oct
12 Oct
Fund Research
BlackRock Latin American
Managers’ ambition to take more active positions has so far paid off…
11 Oct
11 Oct
June 2023
Strategy
Bear in a China Shop
All the speakers at our emerging markets-focussed event last week see battered valuations in emerging markets – with the exception of the largest of them all – as a big opportunity…
29 Jun
29 Jun
Trust Issues
Investing in Vietnam, with Dragon Capital Founder Dominic Scriven - Podcast: Trust Issues #18
We talk inflation, advances in tech and Vietnam's entry to EM indices...
09 Jun
09 Jun
April 2023
Features
The outlook for the world’s smallest markets
Frontier markets have navigated some significant headwinds in 2022, but the outlook for the year ahead looks brighter, says Emily Fletcher, manager of the BlackRock Frontiers Investment Trust...
28 Apr
28 Apr
Features
Latin America: first out of the blocks?
Latin America has been resilient over the past 12 months, and could be early to recover when the inflation environment shifts, says Christoph Brinkmann, portfolio manager on the BlackRock Latin American Investment trust...
21 Apr
21 Apr
News
Results analysis: Vietnam Enterprise Investments
VEIL is trading on a wide discount, with the Vietnamese market also looking cheap…
27 Apr
27 Apr
Fund Research
JPMorgan Emerging Markets
(LON:JMG) JMG aims to own multi-cycle winners for the long run…
12 Apr
12 Apr
Fund Research
Barings Emerging EMEA Opportunities
BEMO aims to provide capital growth and an attractive level of income via investments across emerging Europe, the Middle East and Africa...
06 Apr
06 Apr
News
Results analysis: BlackRock Latin American
BRLA’s managers argue Latin America is in a strong position for 2023…
06 Apr
06 Apr
March 2023
Blog
ISA Event: Eastern promise
This week we heard from managers in Vietnam, India, China and more…
24 Mar
24 Mar
Fund Research
Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets...
30 Mar
30 Mar
Fund Research
Vietnam Enterprise Investments
VEIL offers access to an exciting growth market...
14 Mar
14 Mar