Emerging Markets Spotlight

What does Covid-19 mean for emerging markets?     

  • James Syme
11 Mar 2020
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View PDF   Download PDF  
  • The Chinese economy has clearly taken a significant hit to both production and consumption as a result of Covid-19.
  • Within our preferred markets, we are very focused on the enormous opportunity that companies with more stable and reliable cashflow and dividend streams present.
  • We also see the new easier monetary environment as highly positive for domestic demand in current account deficit markets.


Past performance is no guarantee of future performance.
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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