New hire strengthens Chinese equity capability at Investec AM
Look ahead to the next three months
Zulfiqar Ali as a senior portfolio manager
In the wake of Monday's sell-off
Founding partners release 3.3% equity to partners
Spread of new technologies
Global and emerging markets launches
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Headwinds in the most unexpected places
Environmental, social and governance considerations increasingly important in EM
Managed by Charles de Quinsonas
In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
Re-escalation of trade war tensions could feed end-of-cycle concerns
Subject to same NIN cross trades availability
Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
Bottom-up, fundamental investment strategy
Technology and politics among key themes
Beginning of trade wars could trigger a strong headwind
Emerging Market 2024 Fixed Maturity strategy
Market performed well year to date
Which areas can make a difference?
Investment Conundrums: Hermes IM's Murray on why emerging market assets will fare best in a 'nasty' recession
US markets still not without dangers