23rd July 2026

Pictet: Climbing the value chain: why emerging market stocks are not what they used to be

The developing world's progress along the global value chain could strengthen the case for emerging market stocks.

For decades, investors evaluated emerging economies according to what they extracted or assembled, rather than how much value they added to what they produced. That distinction was the dividing line between developing and developed markets.

It makes less sense today.

Emerging countries’ progress along the global value chain is obvious on two fronts. To begin with, commodity producers such as Chile, Brazil and Indonesia are capturing more industrial value from their natural resources by expanding into processing and manufacturing.

Investments

Registration

Free Registration and CPD

fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Artemis: Wolstencroft: Investor complacency is making me nervous

The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

Not yet registered?

Please complete this form to join our community

Name


Email


Company


Select your role:


Password


Confirm Password

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre