Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
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.
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.
Dominic Bokor-Ingram on Emerging Markets Opportunities
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
Learn more Dominic Bokor-Ingram on Emerging Markets Opportunities
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
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
