Emerging Markets

More perspectives can lead to better investment decisions

READ MORE

Insights

Quality Growth Boutique
2021-10-04_EM_Key-trends-in-emerging-markets_teaser
Viewpoint
Emerging Markets

4 Key Trends in Emerging Markets and Companies that May Benefit

Local know-how goes a long way in emerging markets (EM). Regional e-commerce and consumer companies are increasing market share by adapting to local preferences. Some quality companies are benefiting from this and other EM trends, such as expanding demographics in the online gaming market and rising barriers to entry in semiconductors.

Read more

Asset Management
2021-10-05_EM_shifting-gears-emerging-market-prospects-are-on-track_teaser
Viewpoint
Emerging Markets

Shifting gears: Emerging market prospects are on track

Developed market equities shrugged off disruptions from Covid-19 and the threat of inflation, as stimulus continued to flow. By contrast, emerging markets are struggling as regulatory crackdowns shook confidence in China. The pendulum can swing quickly, however, and investors need to be prepared. Four Vontobel investment experts across equities and fixed income discuss where opportunities can be found as prospects shift from developed to emerging markets.

Read more