currencies

Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.

Explaining the strength of the dollar

Reluctant to control interest rates

Growing cost for European investors

We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.

10-year Treasury yield passes 3%

Emerging and frontier market equities saw strong performance in 2017

Potential for cashless society

TER of 0.75%

Newly-created role