Emerging Markets Spotlight

Someday, this trade war’s going to end. That would be just fine for emerging market investors. Until then caution is warranted.

  • James Syme
11 Sep 2019
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View PDF   Download PDF  
  • We remain in a position where structural economic imbalances are driving global geopolitical tensions.
  • The potential exists for an escalation of US-Chinese conflict, and an extension of these stresses to other countries, both developed and emerging.


Past performance is no guarantee of future performance. Source: JOHCM/Bloomberg. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation.

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