Insights

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

Explaining the recent weakness in frontier and smaller emerging markets.

Learn more Frontier and Smaller Emerging Markets – the Performance Paradox

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

Learn more 2019 Asia Market Outlook

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

Learn more Global Investment Outlook

With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.

Learn more High Growth Opportunities in a Low Growth World