How digital disruption modernised the EM investment case
Past decade has seen a considerable shift the in emerging market story
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Past decade has seen a considerable shift the in emerging market story
Europe is facing a considerable conundrum
As huge pool of policy support starts to shrink
Gregory Halton assesses the opportunities and risks of a sector that is suddenly making front-page news
Is this the ‘secret sauce’ in the region’s recovery?
She joins from Legal & General Investment Management
They are uniquely placed to provide many of the solutions
G7 meeting showed relationship with China will remain ‘a source of uncertainty’
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
Broad-based recovery cannot start until the health crisis is over
His successor will step up to co-head role as part of the handover
As the pool of assets that appears to leave some margin for error is fast diminishing