Why emerging markets are winning gold in 2016

As 11,000 athletes descended on the sporting venues of Rio de Janeiro, the back pages have been awash with news from Brazil. At the same time, the country has been one of the best-performing global equity markets in 2016, with the MSCI Brazil Index up a staggering 79 per cent in sterling terms year-to-date.*

Indeed, emerging markets have outperformed their developed market peers in 2016 so far, having been largely in the wilderness since 2010.

With previous headwinds – such as a Chinese hard landing and tight US monetary policy – turning into tailwinds, members of Neptune’s emerging markets team explore what has been behind EM outperformance and how this is informing their outlook for the asset class.

Watch video

*Morningstar, as at 30.07.2016. Past performance is not a guide to future performance.

Important Information

Investment risks

Neptune funds may have a high volatility rating and past performance is not a guide to future performance. These are Neptune's views and as such this document is deemed to be impartial research. We do not undertake to advise you as to any change of Neptune's views. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. A majority of investments made by Neptune funds may be in smaller and medium-sized companies which can be higher risk than those in larger companies. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason, the comparison index should be used for reference only. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the prospectuses for further details.



City pushes for Swiss-style EU trade deal

City of London officials are lobbying for a unique trade deal with Europe that will build on the model Switzerland has with the EU. According to the Financial Times, lawyers and bank bosses have been working on a plan to present to the Cabinet committee for Brexit, led by Prime Minister Theresa May, in early […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]


Man Group appoints new CIO in senior reshuffle

Man Group has appointed Sandy Rattray as its new chief investment officer in a senior management reshuffle following the appointment of Luke Ellis as chief executive. Ellis was named as the asset manager’s new chief executive following the departure of Manny Roman to move to Pimco. Rattray will take over the CIO role at the […]

Pensions-savings-retirement-piggy bank

Enhanced annuity sales plummet while unit-linked guarantees rise

Sales of enhanced annuities have plunged in the first three months of 2016, according to data from consultancy Willis Towers Watson. Q1 figures show sales of £254.2m, down from £357.4m in Q4 2015 and £290.8m in Q3 2015. However, new unit-linked guarantee premiums has risen over the same period. The value of premiums rose 17 […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com