Emerging equity markets have more than resisted two back-to-back shocks — a trade-war and an energy crisis — that legacy frameworks would have flagged as existential. Their persistent outperformance is not a paradox: it underlines how this universe has...
The SPARX Japan Focus All Cap strategy is a high-conviction, quality-driven approach to Japanese equities, supported by strong research capabilities and local expertise. It highlights opportunities from Japan’s improving corporate landscape, alongside...
Adil Mirza outlines the role liquid alternatives can play in seeking to deliver differentiated return drivers through flexible, high conviction, unconstrained credit strategies
Antipodes’ Global Value strategy targets mispriced opportunities created by structural and cyclical change, using deep, industry-led research. Its diversified, pragmatic approach aims to deliver strong risk-adjusted returns while helping investors reduce...
Head of emerging markets debt discusses TT International's funds role in an investors portfolio
Middle East tensions are shaking bond markets, but stronger fundamentals than in 2022 may support short-duration bonds. Here’s how investors can navigate the uncertainty.
Co-portfolio manager discusses GIB Asset Management's funds role in an investors portfolio