Emerging Markets

Viewpoints

Emerging Markets

Emerging Markets

Emerging Markets (EM) growth is likely to quicken this year — there’s a hint of a party mood in the air, but watch out for mood swings and take a selective approach.

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Emerging Equities

Market Commentary

ESG Leaders in EM and Small Cap Outperform Laggards

Read how EM and small cap companies are increasingly distinguishing themselves in the ESG universe.

Emerging Markets in 2018

There are four fundamental factors that should sustain EM growth over 2018: a pick-up in global trade; higher commodity prices; a weaker US dollar; and monetary policy shifting to a pro-growth agenda.

Emerging Market Debt

Blog

Emerging Market Debt: Hard Currency or Local Currency?

HC and LC debt have both enjoyed discreet periods of out and under-performance relative to each other for different reasons.

Blog

EM Bond Investors Demand Pound of Flesh

Recent issues may have caused concern that EM bond yields are too low for the risk taken, but we think the majority still offer value.

Market Commentary

Argentina: Phoenix from the Ashes or Cuckoo in the Nest?

After years in the wilderness because of bankruptcy and recession, Argentina is back on a path toward inclusion in the global investment universe.

Market Commentary

Weak Governance Ends Brazil’s Carnival Atmosphere

The extreme market volatility experienced in Brazil recently is a timely reminder of the significant idiosyncratic risks present in emerging market debt.

The views expressed in this material are the views of SSGA through the period ended 17 November 2017 and are subject to change based on market and other conditions.