Insights
2022 Sustainable Investing Report
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The Greek Recovery Story
In this podcast, Dominic Bokor-Ingram and Chris Nicholas discuss how they believe that Greece is investable and an example of how the path from being an emerging country to reaching developed status is not always a one-way trip.
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
Life vs Livelihood: Hobson’s Choice for Emerging Markets
In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.
Learn more Life vs Livelihood: Hobson’s Choice for Emerging Markets
US-China Trade War Insights from Anindya Chatterjee
In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]
Learn more US-China Trade War Insights from Anindya Chatterjee
India: Reforms are here to stay
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.
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Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities
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.