ISAPF News and Press, iShares Plc Accum Ptg Shs ETF USD From 06/01/20

By Justin Leverenz, CFA, Team Leader and Senior Portfolio Manager Understanding the economic stresses across EM is important. Still, it does not affect our core approach to investing, which is to unearth extraordinary companies, even in low-growth economies that we believe have the pot...

Emerging markets ((EM)) equities have not been immune to the pandemic's global economic shock, suffering along with other risk assets. Yet some EMs have fared better than others - and we see signs that there may be opportunities emerging. Disparities In EM Returns As Of 4/28/20 The MSCI EM...

As individual countries, states, industries and companies plot their emergence from coronavirus closures, the pace of recovery and prospective outcomes are looking increasingly diverse. Jeff Shen considers some of the implications. In many ways, the coronavirus pandemic has reinforced inve...

In this paper, we look at the evolution and characteristics of the Emerging Market ((EM)) fixed income asset class, since the 1980s, drawing on FTSE Russell data. We find EM fixed income is now a substantial and investible asset class and very different from the asset class that suffered major...

By Talley Léger, Investment Strategist Chinese stocks have outperformed their US counterparts, a trend we expect may continue. As the world remains in the grip of the coronavirus, we've received many questions about the outlook for Chinese and emerging market ((EM)) stocks - a...

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can ...

In the wake of the coronavirus epidemic, all too many major emerging market countries - including Brazil, Mexico, South Africa, and Turkey - appear to have embarked on a dangerous monetary policy path. At a time that these economies are experiencing a record pace of capital outflows and their ...

Looking at the carnage Wednesday, the one aspect of the trade that stood out was the lack of damage to the two emerging markets ETFs, [[VWO]] and [[EEM]]. The VWO fell -0,30% Wednesday and the EEM, fell 19 bp’s, far less than the carnage on the NYSE, with the Russell 2000 down over 3%,...

By Nicholas Hardingham, CFA, Senior Vice President, Portfolio Manager, Emerging Market Debt Analyst, Franklin Templeton Fixed Income With some countries slowly lifting coronavirus lockdown periods, does it make sense to invest in risk assets again - namely emerging markets? Franklin Templ...

By Robin Marshall Concerns about a wave of EM defaults has recently emerged Some commentators have expressed concern about a wave of Emerging Market ((EM)) debt defaults, based on the scale of the Covid-19 shock, declines in commodity prices, the expansion in EM debt since the GFC, the...