Insights
Eastern European Equities: Close to a Re-Risking Catalyst
The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.
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Other Insights
High Growth Opportunities in a Low Growth World
Market Commentaries
October 24, 2023
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.