One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
OCF of 0.65%
Joining up over £13.8bn of assets
Argentina and Turkey risks
US small-cap funds among top ten
Joined from Amundi in June
An 'ongoing reform effort' in China
How have they performed this summer?
'Timing is of the essence': Can Turkey recover from currency crisis and prevent wider EM contagion risk?
Managers warn of consequences from fall in lira
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Finding opportunities in less well-known markets
Would cause damage to other emerging markets
Reluctant to control interest rates
Fixing an overheating economy
Four funds in total
Absolute return focus
Who topped the standings for this month?
Based in Hong Kong
Central banks and multi-asset in the spotlight
Mixed emerging market bag
Follows Mobius and Hardenberg departures