Emerging Markets Spotlight

The pick-up in capital flows, higher commodity prices and vaccination roll-outs are powerful drivers for commodity-exporting emerging markets.

  • James Syme
16 May 2021
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  • With the pick-up in capital flows to emerging markets, a global recovery, higher commodity prices and the steady roll-out of vaccination, there are some powerful positive drivers for higher-risk commodity-exporting emerging markets.
  • However, caution is warranted when navigating the political problems faced by some Latin American countries. 
  • James Syme, manager of the JOHCM Global Emerging Markets Opportunities Fund, explains why his portfolio has a zero-weighting in Argentina, Chile, Colombia and Peru.


For professional investors only. 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 may 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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