Insights

In this report the Team provides an update on performance. of the Smaller Emerging Markets Strategy (“SEMS”) which was launched on 6th January 2021 with a mandate to generate alpha from investing in smaller emerging and frontier market equities globally.

Learn more Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities

In this Insight we address the changes and concentration of the MSCI Emerging Market Index over the last decade and the implication for investors of the growing size of China within these Indices.

Learn more Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors

Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.

Learn more Middle East – The Reform and Index Upgrade Story

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.

Learn more Asia Deserves Some Credit

The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.

Learn more India: Reforms are here to stay