Emerging Markets Equities

EM Spotlight - Interest Rate Cuts Attract Capital Inflows

Article | 27 Jun 2025

EMERGING MARKETS SPOTLIGHT | Given the probability of a weaker dollar, emerging markets are likely to see an extended period of cuts to interest rates. This should support equity markets through the medium term and help to attract capital inflows.

Senior Fund Manager

Ada Chan is Senior Fund Manager of the JOHCM Global Emerging Markets Opportunities strategy.

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James Syme

Senior Fund Manager

James Syme is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.

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Paul Wimborne

Senior Fund Manager

Paul Wimborne is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.

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