Emerging Markets Spotlight

Pandemic policies and the implications for emerging market investors. 

  • James Syme
  • Paul Wimborne
10 Aug 2021
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View PDF   Download PDF  
  • As vaccination rates increase, it is possible to start considering what a post-Covid world might look like.
  • From an investing viewpoint, the big change, both in developed and emerging economies, is the change in fiscal and monetary policies.
  • One legacy of Covid in EM has been changes in either the direction or stability of politics in several different countries. 


For professional investors only. This is a marketing communication. 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. Information on the rights of investors can be found here.

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