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Emerging Markets Rely on Global Fund Flows

Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.

  • James Syme
  • Paul Wimborne
26 Jan 2023

Emerging Markets Rely on Global Fund Flows

Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.

26 Jan 2023

Up Close and Friendly

Strained geopolitical relationships and overextended supply lines are leading to a trend of relocating critical business operations.

19 Jan 2023

Update: JOHCM International Select Strategy

What Senior Fund Managers Christopher Lees and Nudgem Richyal are most excited about looking into 2023 in a short video presentation.

16 Dec 2022

Why South Korea is an Emerging Market

A look at the impact of local politics at a time of rising global interest rates, a stronger US dollar, and a slowing South Korean economy. 

15 Dec 2022

Implications of a Strong US Dollar

In a new video, James Syme, Senior Fund Manager, offers a perspective on markets that have performed well, despite a tightening US Dollar and rising rates.

13 Dec 2022

Country Level Factors Indicate Potential Returns

Next year looks good for Emerging Markets with an expected decline in rates and the US dollar. But some investors are better placed than others.

01 Dec 2022

On China: Not a typical emerging market crisis

The market’s optimism of recent years seems to have ended. Yet China has all the building blocks of a powerful recovery when Covid lockdowns end.

14 Nov 2022

Chinese tech stocks – is now the time to invest?

In a new video, James Syme, Senior Fund Manager, shares why these stocks come with a lot of risk – and what to consider before investing.

14 Nov 2022

Emerging Markets Spotlight

Beijing is changing its policy on Covid and property. Is this a bottom for China stocks?

11 Nov 2022

Why we like Brazil

Inflation under control, positive economic growth, valuations at half their long-term – we remain very positive on Brazil in both absolute and emerging market-relative sense.

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