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2022 Sustainable Investing Report
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Global Asset Allocation Team Market Update – November 2023
Financial markets kicked off the fourth quarter on a somber note.
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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.
Global Asset Allocation Team Market Update – October 2023
The third quarter wrapped up on a somber note.
Learn more Global Asset Allocation Team Market Update – October 2023
Global Asset Allocation Team Market Update – September 2023
Extreme optimism throughout 2023 gave way to growing skepticism in August as investors contemplated the trajectory for monetary policy.
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Global Asset Allocation Team Market Update – August 2023
The third quarter got off to a roaring start.
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Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities
In this report the Team provides an update on performance. of the Smaller Emerging Markets Strategy (“SEMS”) which was launched on 6th January 2021 with a mandate to generate alpha from investing in smaller emerging and frontier market equities globally.