Why it pays to be active in EM equities
Capital is returning to emerging market equities. This paper sets out why the investment approach matters and why active strategies have been rewarded in emerging markets.
Global
The year of the ballot: a mid-year snapshot
Dubbed the "Year of the Ballot," numerous emerging market elections have now been concluded, notably South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact on the markets.
24 Jul 2024
13 minutes
Malcolm Charles
Nicolas Jaquier
Podcast | The year of the ballot : a mid-year snapshot
24 July 2024: We are half way through 2024 and most emerging market elections have now taken place, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact.
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