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EMs are closing globalisation divide, says boutique CIO

LGM Investments' Thomas Vester says globalisation in developed markets is taking a back seat at a time when emerging markets are advancing.

Weathering the storm: the year ahead for EMD

Three investment specialists discuss the challenges and opportunities emerging market debt could face in 2017.

Mark Mobius presents Japan as a fiscal case study

The emerging market veteran says Japan offers an interesting case study of how monetary easing has affected the economy.

AA-rated duo: why it’s time to short Kenya

Charlemagne Capital’s Dominic Bokor-Ingram and Steffan Botcher explain why they have shorted Kenya in the Charlemagne OAKS Emerging and Frontier Opportunities fund.

US election could hit Iran, says frontier markets veteran

Charlemagne Capital’s Dominic Bokor-Ingram says the last thing a new US President would want to do is isolate Iran.