Insights

Growth and Income Investing in Emerging Markets

Emerging Markets
Aug 1, 2018

Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.

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Update on Argentina

Frontier Markets
May 9, 2018

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.

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Dominic Bokor-Ingram
Chief Investment Officer (European Division) and Senior Portfolio Manager

Emerging Markets and the Return of Volatility

Emerging Markets
Mar 1, 2018

After experiencing a closing low in early January, the VIX – which is the common measure of volatility in the US stock market – began a moderate climb towards the end of the month prior to exploding on the upside in early February.

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Africa Re-awakening

Africa
Jan 1, 2018

After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.

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Sharat Dua
Analyst