With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.