Views & News

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

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

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

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. 

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.

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.

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.

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.

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

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.