Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
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Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections
The perfect recipe?
Thoughts from our Global Emerging Markets Team – Indonesia
Will new Indonesian reforms present a multi-year growth opportunity?
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
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 […]
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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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.
