Gallery: Six reasons the emerging markets rally will continue in 2018

Emerging and frontier market equities saw strong performance in 2017

John Malloy, manager of the RWC Global Emerging Markets fund, pores through the data to explain the recent resurgence in emerging markets performance.

John Malloy, manager of the RWC Global Emerging Markets fund, pores through the data to explain the recent resurgence in emerging markets performance. An encouraging dynamic of rising sentiment, improvements in global growth and an increase in capital flows resulted in strong performance for emerging and frontier market equities in 2017.  The rise in global growth has allowed exports to resume, leading to larger trade surpluses and a return of capital to the asset class, boosting liquidity in the process.  This is in contrast to the previous five years, which saw weakening global t...