Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
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Good Governance. Greater Returns.
Global Equity
May 22, 2020
Why corporate governance is the key to an ESG-friendly portfolio.
The Emerging Markets Consumer
Emerging Markets
Oct 28, 2019
Evolution and Premiumisation of the Emerging Markets Consumer
Asia Deserves Some Credit
Asian Markets
Jun 26, 2019
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.
Growth and Income Investing in Emerging Markets – The Trend Continues
Emerging Markets
May 29, 2019
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
2019 Asia Market Outlook
Asian Markets
Jan 1, 2019
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.