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.

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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

Agriculture’s resilient 2020 paves way for solid 2021

Agriculture
Apr 21, 2021

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

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Matthew Corbett
Partner, Agriculture

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

Emerging Markets
Nov 24, 2020

The perfect recipe?

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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?

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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

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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities