2022 Sustainable Investing Report
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.
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.