2022 Sustainable Investing Report
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.
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
Asia Deserves Some Credit
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.