Emerging Markets

PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.

EM value most bullish position

Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...

Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.

Dominance by Chinese tech firms

Growing sophistication in technology

'Uncharted territory'

Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities

Emerging market specialist

Politics remains swing factor