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
The Circular
Credit: Industry Insights
Adapting to the new normal: crisis management, housing and the future of real estate
Asia ex-Japan Strategy Update: June 2020
Sharpe Thinking

Sales Contacts

Clive Selman, Head of UK Distribution