Insights
The Opportunity in Actively Managed Emerging Market Investing
Other Insights
Middle East – The Reform and Index Upgrade Story
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.
Frontier and Smaller Emerging Markets – the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
Learn more Frontier and Smaller Emerging Markets – the Performance Paradox
High Growth Opportunities in a Low Growth World
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Moving into 2021 as a mindful bond investor.