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2014

WorldWatch

Globe Emerging markets: picking up the baton

25 September 2014

We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.  

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2013

WorldWatch

Globe Opportunity knocks for Emerging Markets

1 December 2013

It has become very consensual to be bearish on Emerging Market (“EM”) equities, but with a nascent synchronised uptick in the world economy in prospect for 2014 and with valuations for EM equities at historic lows, the risk/reward is becoming more finely balanced. We explore the main themes that will dominate markets in 2014, why the opportunities for EM investors are becoming greater and why long-term investors should begin the process of building exposure.

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