Liontrust AM's John Husselbee analyses which global markets are offering the best value as the first half of a volatile 2016 comes to a close.
Started to add exposure to EMs
Market had volatile start to the year
A torrid start to the year for global stockmarkets has heightened concerns about the contagion effect of China's problems on the wider Asia Pacific region, and in particular its "maturing" dividend culture.
Positive development for the frontier market
As we fast approach Christmas, I want you to think about the suffering of investment contrarians.
US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.