All Emerging Market Equity articles – Page 4

  • Asset Class Reports

    Emerging market equities – ‘Quality’ shines through

    January 2012 (Magazine)

    Martin Steward finds that a significant change in market leadership after 2009 determines who stays at the top of the emerging equity performance tables – and who falls

  • Emerging Market Equities: Emerging questions
    Asset Class Reports

    Emerging Market Equities: Emerging questions

    January 2011 (Magazine)

    The days of a simple emerging market allocation are over. Correspondingly, JosephMariathasan finds a variety of approaches among the top performing managers

  • Asset Class Reports

    Not just all-in on BRICs

    February 2010 (Magazine)

    Joseph Mariathasan and Martin Steward research some of the top performers in emerging market equities and finds considerable diversification, not only between top-down and bottom-up approaches, but between valuation methodologies

  • The hunt for treasure
    Asset Class Reports

    The hunt for treasure

    June 2009 (Magazine)

    Rather than worrying whether the recent emerging market equities rally is sustainable, investors who believe in a long-term growth story should not attempt to time the unpredictable, finds Joseph Mariathasan

  • Asset Class Reports

    Africa: the efficient frontier

    June 2009 (Magazine)

    “Africa is where Asia was 20 years ago,” says Richard Segal, a strategist with African financial services firm UBA Capital. “The question is, will Africa be where Asia is now in 20 years’ time?” It certainly struggles against many questionable assumptions. First, that it simply isn’t relevant as an investment ...