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emerging markets


A Quantitative Approach to Sustainable Investing

Because millions of data points on environmental, social, and governance (ESG) issues are created each day, the challenges lie not in the limitations of the data but on how to treat and make sense of it. This is where quantitative tools can help distinguish signal from noise.

Where Has the Global Financial Crisis Left Us Today?
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Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis.

C-Suite Talks: Bill Browder
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Were it a work of fiction, Bill Browder’s story would stretch the bounds of credibility well beyond the breaking point. But as it happens, it’s all true: The scion of American communist royalty, he became a devout capitalist… READ MORE ›

Two out of Three: India and China in the Coming Decade
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The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors.

Emerging Market Equities: Unloved and Under-Owned
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Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets.

The Promise of Africa
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Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent.

As Oil Prices Stay Lower for Longer, MENA Charts a Path Forward
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Conversations around drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship have gained greater relevance in the Middle East.

Crowdfunding Needs Regulation to Scale Up
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The young and rapidly evolving field of crowdfunding is democratizing investing like never before, making finance — donations, debt, equity — available where it wasn't previously. But to scale up, regulations need to be adopted, says Lars Kroijer.

Why Demographics Are Core to Understanding Growth and Financial Markets
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There is opportunity to exploit a gigantic demographic dividend — but it is accompanied by many avoidable threats and risks.

Little Market Reaction in a World of Risk
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Old geopolitical risks have been replaced by new ones, but Nouriel Roubini sees financial markets largely unaffected.