Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
Video writeup: Unlocking Opportunities in Reform-Led Economies
Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplified policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.
Learn more Video writeup: Unlocking Opportunities in Reform-Led Economies
Unlocking Opportunities in Reform-Led Economies
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.
Investing in Emerging Markets
Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.
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.
Evolving Country Concentration in Emerging Market Indices
Opportunities for Investors
Learn more Evolving Country Concentration in Emerging Market Indices
Most Popular
Introducing the new Fiera Atlas Global Companies Strategy
In this video Simon Steele, Portfolio Manager, is asked 4 questions about the Fiera Atlas Global Companies Strategy and explains what makes the Team’s process and philosophy different.
Learn more Introducing the new Fiera Atlas Global Companies Strategy
