Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
Theresa May has called on private investors, including pension schemes, to commit more capital to Africa as she sought to drive up relations between the UK and the region.
Stephen Jones says the broader 'outside' world might be fraught with challenges, but companies are prospering and voicing few concerns. However, caution is warranted.
Traditional fixed income assets are failing to deliver the returns many schemes need. Euan MacLaren assesses whether emerging market debt can provide an alternative
Domestic demand in emerging markets has remained resilient. Binu George looks at the opportunities for investors
Steve Cook, Chris Perryman and John Bates look at managing liquidity in emerging market corporates
Saker Nusseibeh looks at what we might expect from a Trump administration.
The National Employment Savings Trust (NEST) is to invest in emerging market (EM) debt for the first time through a mandate awarded to Amundi Asset Management.
Jeff Casson discusses the challenges Brazil is facing but says there are investment opportunities.
PP asks if schemes should be worried about big surges in volatility