Latin America

'Increasingly important asset class'

Japan also strong performer

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

Presidential impeachment verdict expected in August

'Short-term pain for long-term gain'

Started to add exposure to EMs

Will now face trial for hiding budget deficit

Profitability will return

Monitoring developments in other oil-exporting nations

Sell becomes director of investment process