Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

The outlook for emerging markets equity

The outlook for emerging markets equity

February 2017

During calendar year 2016, emerging market equity hit a turning point, after several years of poor performance. We discuss the improving fundamentals of some of the most prominent emerging market countries, as well as the impact that recent geopolitical events could have on the asset class going forward.

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