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Ashmore: a counter-intuitive and counter-inflationary play

Rising interest rates are kryptonite for emerging markets, but if you're willing to endure a rough ride the absolute and relative valuations are compelling

Farm shortfalls ripple across the sectors

A continuous increase in inputs linked to energy, transportation and labour has negative cost implications for a range of sectors

Calling the bottom for Ashmore

Getting the best value out of Ashmore is always going to test an investor’s ability to time the market

Genus breeds success

Genus isn’t alone in finding emerging markets a hard slog, but the quality remains

Exit the Dragon in 2022?

The long march for Chinese equities will bid to restart in 2022 after a year marred by government interventions and a sickly property market

Avoid becoming an emerging market Turkey

Emerging markets have had their fair share of disaster stories this year, but there are pockets of relative value on offer, too

The Chinese dream unleashed

How is China’s economic expansion affecting your investments and the world?

Emerging markets: good, bad and ugly

Can the best performers extend a winning streak?

What fund managers expect in 2020

What professional investors expect in the year ahead

Tactical portfolio tilts for 2020

Following a good year for our tactical portfolios, what could be profitable themes next year?