Risky assets have come under some pressure for the first time since the summer, when they were rattled by rising tensions between the US and North Korea. Nonetheless, we still don’t think that a major...

The recent increase in the price of oil has added further fuel to the rally in emerging market (EM) equities. Although we think that some of this support will unwind as oil prices slip back, we still...

The MSCI Emerging Markets (EM) Index of equities set another record high on Tuesday, and is some way above its pre-global financial crisis peak. Although the MSCI Brazil Index – the fifth-largest...

Emerging market (EM) assets have prospered this year despite the Fed continuing to raise rates. We think that they will also cope well as unconventional policy from several major central banks becomes...