7IM returns to frontier markets after more than two years

Economies under Trump's 'radar'

Jayna Rana
clock • 1 min read

After selling all its holdings in frontier markets in 2014, Seven Investment Management (7IM) has ventured back into the asset class amid changing US politics.

The group's multi-manager funds completely sold out of the region in November 2014, on concerns the region's had high correlation to the oil price. However, now 7IM is taking advantage of opportunities from what it calls the "Nixonian" style domestic affairs taking place within the Trump administration. Tony Lawrence, investment manager, said the firm is looking to gain exposure to uncorrelated, high growth economies under Trump's radar and have less exposure to potential US protectionism. Prusik CIO: Asian frontiers offer 'classic' opportunities He added: "Valuations appear mor...

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

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Valuable hedge against global uncertainties

Nandini Ramakrishnan
clock 01 July 2025 • 4 min read
China's monetary stimulus plan not enough to offset Trump's tariff onslaught

China's monetary stimulus plan not enough to offset Trump's tariff onslaught

‘Marginal’ 10bps cut to benchmark rate

Sorin Dojan
clock 08 May 2025 • 3 min read
SMT's Tom Slater: China remains a relevant player amid global market tumult

SMT's Tom Slater: China remains a relevant player amid global market tumult

18% share of the world economy

Sorin Dojan
clock 02 May 2025 • 3 min read
Trustpilot