Managed by Thomas Christiansen
The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.
White to co-manage alongside Mark Asquith
Laying the foundations for a market rebound
Fiscal stimulus and history to the rescue?
Privatisation of government assets to boost growth
Targets 20%-30% lower risk than average
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Added to Asia and luxury spending holdings in UK and global equity funds
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Best performing EM fund in the spotlight
Opportunities in EMs such as Indonesia and Myanmar
$12trn of global bonds trading with sub-zero yields
Will it finally match up to China's progress?
The truth behind 'cheap' valuations
Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.
Credit expansion is 'noteworthy'
Return of big banks and the end of austerity?
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Finding companies ahead of the growth trend
Why the time has come for smaller countries to shine
AUM forecast to double by 2025
Somerset co-founder to take over as lead manager
Which areas should investors pay attention to?