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18 May 2023

A Cautious Outlook for Turkey and Thailand

As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change

19 Apr 2023

Global Economic Indicator that’s Worse than the GFC

Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking as weak as ever.

13 Apr 2023

Hidden Risks and Opportunities in China’s Recovery

Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.

05 Apr 2023

JOHCM International Select Strategy Update

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.

28 Mar 2023

Emerging Markets’ Electric Vehicle Revolution

Exploring the growth of Chinese EVs, the dominance of local brands, and the impressive infrastructure supporting Asia emerging markets.

17 Mar 2023

A Mixed Picture for Emerging Markets

An assessment of Emerging Markets reveals uneven performance and identifies opportunities in domestic-driven economies.

15 Mar 2023

Misplaced Risk-Off Reaction

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.

22 Feb 2023

Chinese Internet – the Boom and Bust Story

101 Lesson of structural growth versus recovery growth investing

16 Feb 2023

Leading and Lagging the Emerging Market Index

Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities later

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.

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