Insights

Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing

Emerging Markets
May 5, 2021

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.

Learn more

Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections

Emerging Markets
Nov 24, 2020

The perfect recipe?

Learn more

Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Thoughts from our Global Emerging Markets Team – Indonesia

Emerging Markets
Nov 5, 2020

Will new Indonesian reforms present a multi-year growth opportunity?

Learn more

Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

The Emerging Markets Consumer

Emerging Markets
Oct 28, 2019

Evolution and Premiumisation of the Emerging Markets Consumer

Learn more

Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

US-China Trade War Insights from Anindya Chatterjee

Asian Markets
Jun 19, 2019
8:42

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