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Insurance in Emerging Markets - a massive growth runway
Under-penetration in financial services, rising wealth levels, and an increasing agenda of financial inclusion all support a strong growth trajectory for insurance across emerging markets.
- Date published
- 2 Feb 2020
- Tag
- Emerging Markets
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Indian labour law reform
At first glance, labour law would seem to be a bit esoteric for most people, even diligent investors. However, it is one of the structural levers that can be instrumental in boosting economic growth.
- Date published
- 29 Jan 2020
- Tag
- Emerging Markets
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The US-China Phase I trade deal – Much ado about nothing?
The US – China trade war has now been escalating for 32 months. Investors are fatigued and worried about the implications for global economic growth. Their weariness is evidenced in a decreasing level of interest in the detail and heightened focus
- Date published
- 18 Dec 2019
- Tag
- Trade Wars
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Political unrest, battery technology, disruption in banking and ESG analysis
Emerging Markets portfolio manager, Paul Desoisa, reports back from his research trip to Indonesia and Korea.
- Date published
- 9 Dec 2019
- Tag
- Emerging Markets
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The Outlook for 2020
Our portfolio managers share their focus for the year ahead
- Date published
- 4 Dec 2019
- Tag
- Global
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Reporting from China investor events
Colin Dishington reports back from the investor events for internet giant Alibaba and financial technology firm Ant Financial.
- Date published
- 11 Oct 2019
- Tag
- Emerging Markets
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Opening up another front: Capital Markets
Investors appear to have gradually become numbed to the seemingly endless flow of tweets and leaks from the White House and the ensuing furore over trying to interpret soundbites, but this is one that should be taken seriously.
- Date published
- 2 Oct 2019
- Tag
- Trade Wars
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Second-half year outlooks 2019
Our portfolio managers look at what's in store for the remainder of 2019.
- Date published
- 4 Sep 2019
- Tag
- Global
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Premiumisation in Emerging Markets – a rapid growth story
How the shifting consumer landscape in emerging markets is fuelling growth
- Date published
- 10 Jul 2019
- Tag
- Emerging Markets
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At the heart of disruption in Latin America
Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America.
- Date published
- 8 May 2019
- Tag
- Emerging Markets
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Three key themes in emerging markets
Alastair Reynolds shares his thoughts on three important areas which are shaping investment in emerging markets.
- Date published
- 2 Apr 2019
- Tag
- Emerging Markets
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Growth in semiconductors
Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed.
- Date published
- 30 Jan 2019
- Tag
- Technology