Emerging markets: The wider picture

Emerging markets offer more than diversification

As global investors look to diversify, emerging markets are proving increasingly resilient – and now offer income opportunities for portfolios. Explore the latest trends in emerging markets from industry thought leaders, including BNP Paribas Asset Management, Allianz Global Investors, MetLife Investment Management, and more.

Total Return Opportunities in Emerging Markets Today (aberdeen Investments)

Could emerging markets be both a growth and income opportunity within a diversified portfolio?

India Bonds: From Specialist Exposure to Strategic Allocation (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

Why is India’s onshore bond market becoming harder for global fixed income investors to ignore?

A Re-Examination of Emerging Market Equities (BNP Paribas AM)

It's time for a re-appraisal of the investment case for emerging market equities.

Brazil's Ethanol: The Demand Everyone Sees (MacKay Shields)

Brazil's ethanol industry is facing one of its most challenging periods in years. The paradox is that the long-term outlook has arguably never looked stronger.

Generating Impact and Returns through EM Public Debt Markets (Ashmore)

For compliance reasons, this paper is only accessible in certain geographies

Emerging market public "impact" debt is now deep and broad enough for institutional allocators to invest at scale.

Q2 2026 Emerging Markets Debt Review and Outlook (MetLife IM)

How has emerging market debt performed compared to developed market fixed income, and where is it headed from here?

India’s Next Profit Cycle: Why Earnings Matter Again (Allianz GI)

A deeper look at the improving earnings trend and fundamental investment backdrop in India.

The Take-Off in African Solar that Official Statistics Can’t Yet See (Ember)

Africa's solar boom is likely to meet much of the continent's electricity demand growth – and spur more demand growth, too.