The Role of Private Alternatives in Hedging Inflation
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicolas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
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.
Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
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.
Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections
Thoughts from our Global Emerging Markets Team – Indonesia
Will new Indonesian reforms present a multi-year growth opportunity?