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Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

  • James Syme
16 May 2022

Emerging Markets Spotlight

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

11 May 2022

Is your equity portfolio ready for a turn in the investment cycle?

A number of capital cycles are turning. We believe investors need to shift their focus towards sectors which have been overlooked.

11 Apr 2022

Emerging Markets Spotlight

Rising commodity prices will have a powerful impact on emerging markets, for exporters and for those that import and subsidise the 'Three Fs', f...

22 Mar 2022

Latest Views on Chinese Equity Markets

James Syme, Senior Fund Manager on the Emerging Markets Opportunities team, shares his latest views on Chinese Equity Markets.

    14 Mar 2022

    Emerging Markets Spotlight

    James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets

    10 Mar 2022

    Latest Views on Russian Equity Markets

    James Syme, Senior Fund Manager on the Emerging Markets Opportunities team, shares his latest views on Russian Equity Markets.

    10 Mar 2022

    International Select - Monthly Report

    Senior Fund Manager, Chris Lees, reviews the Ukraine invasion and his outlook and positioning for the future. 

    24 Feb 2022

    Emerging Markets Spotlight

    James Syme and the Emerging Markets Opportunities team highlight the hidden export strengths of two of their favourite markets, India and Mexico

    21 Feb 2022

    Q4 Quarterly Impact Report - Regnan Global Equity Impact Solutions

    The latest quarterly impact report features thematic research on Liquid Biopsy – a promising alternative to traditional tissue-based biopsies.

    31 Jan 2022

    Emerging Markets Spotlight

    James Syme takes a look at recent commodity price moves and describes how the portfolio is positioned to benefit. 

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