The Role of Private Alternatives in Hedging Inflation
Middle East – The Reform and Index Upgrade Story
Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.
Frontier and Smaller Emerging Markets – the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
A look at the UK industrial and logistics real estate market
Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities
In this report the Team provides an update on performance. of the Smaller Emerging Markets Strategy (“SEMS”) which was launched on 6th January 2021 with a mandate to generate alpha from investing in smaller emerging and frontier market equities globally.
Update on Argentina
The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.