Why EM managers have underperformed this year

Information sharing, analysis and on the ground knowledge all contributes to positive emerging market investment strategies, according to Yerlan Syzdykov, global head of emerging markets at Amundi.

The gap is shrinking between emerging-market and developed-market growth, valuation and profitability premia, suggesting investors may need a fresh approach to EM equities. Meanwhile, EM debt is worth a closer look.