Views & News
As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change
As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change
Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking as weak as ever.
Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.
In this short video, Christopher Lees, CFA, speaks to the strategy's performance and discusses what he and Nudgem Richyal, CFA, are most excited about looking into the next quarter.
Exploring the growth of Chinese EVs, the dominance of local brands, and the impressive infrastructure supporting Asia emerging markets.
An assessment of Emerging Markets reveals uneven performance and identifies opportunities in domestic-driven economies.
The collapse of Silicon Valley Bank & Signature Bank is a 'first world problem' with limited EM exposure. No JOEMX portfolio companies have been identified as having exposure.
101 Lesson of structural growth versus recovery growth investing
Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities later
Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.
For a better experience, we recommend viewing this website in landscape orientation.
