Insights
15-Year Milestone: Fiera Global Emerging Markets Strategy
Other Insights
Frontier Markets – An Alternative to Emerging Markets
While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.
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15-Year Milestone: Fiera Global Emerging Markets Strategy
As the Fiera Global Emerging Markets Strategy marks its 15-year milestone, Senior Portfolio Manager, Ian Simmons reflects on the evolution of the Strategy and shares how active stock selection, local insight and a catalyst-driven approach continue to uncover compelling opportunities across EM.
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The Post-Dollar EM Opportunity
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
South Korea’s Structural Reforms May Precipitate a Re-Rating
South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and attractive valuations.
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Investing in Emerging Markets: Past, Present & Future
Ian Simmons, Senior Portfolio Manager, joined FocusIR to discuss how structural shifts, improved governance and bottom-up stock selection are redefining opportunities across emerging markets.
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