ANALYSIS: Growing EM/DM split is hitting dividends
The latest Henderson Global Dividend index shows an increasing polarisation between emerging and developed markets, reflecting in particular the contrasting fortunes of the US and China.
Developed Markets
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Investors rush out of EM equities and into Europe
The Great Rotation from emerging markets to developed market equities is now in full swing.
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Wealth managers derisking on fear of correction
Its a mantra weve all become accustomed to: equity valuations are not cheap, but nor are they excessively expensive. But are we just setting ourselves up for a fall?
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Korea Taiwan no longer in running MSCI
MSCI is to remove the MSCI Korea and MSCI Taiwan indices from its review list for potential reclassification as developed markets.