Uk dividends tumbled 54%
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
Targets undervalued, high quality companies
How have emerging markets dealt with the pandemic?
Emerging markets have underperformed global and developed market indices over the past ten years, in spite of having greater opportunities for earnings growth.
Coronavirus and oil price collapse lead to massive drop
Privatisation of government assets to boost growth
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
AUM forecast to double by 2025