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Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.
It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.
EM currencies have generally been weak against the US dollar so far this year, but analysis of EM current accounts and reliance on imported oil shows some distinct patterns.
EM currencies have generally been weak against the US dollar so far this year, but analysis of EM current accounts and reliance on imported oil shows some distinct patterns.
Is politics a predictor of performance in emerging markets? James Syme discusses political cycles and emerging market performance.
Is politics a predictor of performance in emerging markets? James Syme discusses political cycles and emerging market performance.
James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
Despite a new president's promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Despite a new president’s promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
