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WE believe the next opportunity in Emerging Markets lies with identifying the rebounds and countries that have lagged. Here senior portfolio manager James Syme explains why he believes this opportunity…
Looking at tech stocks in emerging markets? Take care to consider investments with a catalyst to unlock a company’s potential and share price. Global Emerging Markets Opportunities portfolio managers James…
EMERGING markets investors must have a strong understanding of country-level factors. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne (pictured above) explain their approach using Thailand as…
Opportunity in China is not always where you might think. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne (pictured above) explain their approach THIS month we highlight…
There are some interesting differences among major Latin American countries that are important for emerging markets investors right now. Here senior portfolios managers James Syme and Paul Wimborne take…
Some country-level factors are more important than others for Emerging Markets investors right now. Here are the latest insights from James Syme and Paul Wimborne (pictured), managers of our…
As the COVID-19 pandemic continues to impact the global community, we remain focussed on taking proactive measures and precautions to ensure the health and safety of our employees, while maintaining…
Two things are clear about the coronavirus at the time of writing. The attempt to contain the coronavirus spread in China will have a very significant impact on economic data and corporate results. And the scale of the impact is very unclear.
Two things are clear about the coronavirus at the time of writing. The attempt to contain the coronavirus spread in China will have a very significant impact on economic data and corporate results. And the scale of the impact is very unclear.
Experts on emerging markets from Lonsec and Pendal get together to share their insights with investors into undervalued opportunities in some of the world's bright spots.
Experts on emerging markets from Lonsec and Pendal get together to share their insights with investors into undervalued opportunities in some of the world’s bright spots.
There are two broad drivers of emerging market equities. James Syme discusses these key catalysts and what they may do for investors in EM.
There are two broad drivers of emerging market equities. James Syme discusses these key catalysts and what they may do for investors in EM.
