Insights & news

Alex Duffy

The trend that will turbocharge emerging markets

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. One trend is a cut above the rest. Emerging markets have reached a point of discerning tastes and a hunt for quality and it's this behaviour that will transform the sector.

18 March 2021 | Alex Duffy
EM set to stir broader interest

EM set to stir broader interest

With investment returns from traditional equities and bonds challenged in the current environment, and with many emerging market economies reopening faster than their developed world peers post COVID-19 shutdown, the case for investing in these jurisdictions has never been stronger. But finding the opportunities at a country, sector and individual stock level requires selectivity and time in the market.

10 March 2021 | Alex Duffy
Emerging markets and the reopening trade

Emerging markets and the reopening trade

So far, the global economic recovery from the Covid-19 fallout has been led by developed markets and emerging Asia, spearheaded by China. Looking ahead, we think the catchup trade could ripple out across other emerging markets, driven by the availability of vaccines, the reflationary impulse from China and developed markets, and the lagged impact of monetary easing.

12 February 2021 | Anthony Doyle, Alex Duffy
2021: The outlook for emerging markets

2021: The outlook for emerging markets

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural growth drivers and more recent developments, including industry consolidation and acceleration of technological/internet trends.

07 December 2020 | Alex Duffy
What happens when the stimulus finally ends?

What happens when the stimulus finally ends?

As an emerging market investor, Alex Duffy has seen it all. But with the current level of government debt skyrocketing, what can investors expect once the stimulus ends? Will this policy response lead to inflation down the road?

23 September 2020 | Alex Duffy
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