Search this website. You can use fund codes to locate specific funds

Emerging markets: taking stock

In this issue of Gemologist, we assess the obvious weaknesses in EMs, the less obvious forces acting in their favour, explain how we have adapted to the turnaround in 2018 so far and present our convictions in selected portfolio companies. To begin, let’s take stock of the EM stories commanding the market’s attention: the travails of Turkey, Argentina and South Africa. While real, their troubles are partially self-inflicted.

Related Articles

Weekly Credit Insight
Tackling the climate crisis
Credit: Industry Insights
Samsung Electronics: driving the sustainability agenda in emerging markets
Fiorino: pandemic banking and its purpose
Monthly Fund Commentary, May 2020

Sales Contacts

Carlos Capela CFA, CAIA, Director - Business Development Iberia