Insights

Middle East – The Reform and Index Upgrade Story

Emerging Markets
Apr 19, 2019

Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.

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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

Update on Argentina

Frontier Markets
May 9, 2018

The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Is the Bond Market Getting Ahead of Itself?

Fixed Income
Feb 15, 2021

The shape of the yield curve has changed significantly over the past six months.

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Jean-Guy Mérette
Vice President and Portfolio Manager, Fixed Income

This Time, It’s Different

Fixed Income
Dec 15, 2020

Moving into 2021 as a mindful bond investor.

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Jean-Guy Mérette
Vice President and Portfolio Manager, Fixed Income