'Very cautious' exposure amid Covid-19 chaos
Outperformance brings cause for optimism
Managed by Chetan Sehgal and Andrew Ness
Winners announced on 2 December
Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...
Shift reflects 'change in geographical composition of EMs'
Experiencing dealing with macro shocks an advantage
Comparatively low returns no deterrent for investors
Will strengthen capability in the LatAm and EMEA regions