Where can value be found in frontier markets?

ON EMERGING MARKETS

clock

Recent turbulence has, in the short term, rendered fundamentals meaningless, however, despite this, frontier markets continue to show signs of strong intrinsic value.

For us, the frontiers market consists of more than 100 countries of varying sizes and stages of economic development, including Argentina and Colombia, much of Africa, the Middle East, the Baltic and Balkan regions and §Pakistan, Vietnam and Sri Lanka. Given this diversity, we believe the best way to access these markets is by taking a non-benchmark approach that focuses on fundamentals. Recent volatility has presented us with a dilemma: the only frontier region that has held up this year is the Middle East, largely down to its relatively closed nature. Earlier this year, we withdrew ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Clients invested in the Global Smaller Companies fund and the Global Emerging Markets fund will see their total ongoing charges reduced.

St James's Place reshuffles managers and alters charges on fund trio

EM Equity fees increase

clock 04 December 2023 • 2 min read
(L-R) Sanjay Shah and Nilang Mehta, portfolio managers at HSBC AM

HSBC Asset Management's Shah and Mehta: There are bright spots when investing in India

Diwali boost to Indian investment

Sanjay Shah and Nilang Mehta
clock 15 November 2023 • 4 min read
David Kimberley (pictured), investment trusts writer at Kepler Partners

Kepler Partners' David Kimberley: Emerging market shifts

We live in interesting times

David Kimberley
clock 14 November 2023 • 4 min read
Trustpilot