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

Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors

Emerging Markets
Mar 12, 2021

In this Insight we address the changes and concentration of the MSCI Emerging Market Index over the last decade and the implication for investors of the growing size of China within these Indices.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

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

Frontier and Smaller Emerging Markets – the Performance Paradox

Frontier Markets
Oct 16, 2020

Explaining the recent weakness in frontier and smaller emerging markets.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets