Insights
Eastern European Equities: Close to a Re-Risking Catalyst
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Video writeup: Unlocking Opportunities in Reform-Led Economies
Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplified policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.
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Unlocking Opportunities in Reform-Led Economies
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.
Investing in Emerging Markets
Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.
Evolving Country Concentration in Emerging Market Indices
Opportunities for Investors
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Dominic Bokor-Ingram on Emerging Markets Opportunities
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
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Introducing the new Fiera Atlas Global Companies Strategy
In this video Simon Steele, Portfolio Manager, is asked 4 questions about the Fiera Atlas Global Companies Strategy and explains what makes the Team’s process and philosophy different.
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