Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
The headwind slamming into these EM hooligans was obvious; a tightening of US monetary policy as the Fed slowly raised interest rates. The US dollar inevitably strengthened and then just to hammer the...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points