Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
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.
Emerging Markets and the Return of Volatility
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.
The Art and Science of Investing in Farmland
This Insight provides context for investors who are considering an allocation to agricultural investments.
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.