Disclaimer
The views are those of the portfolio manager as of July 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecase of future events, a guarantee of future results, or investment advice.
James Syme discusses Mexico being the latest emerging market to undergo volatility as a result of politics-related trade uncertainty.
Conditions for EM ex-China look better for the next few years - James Syme, manager of the JOHCM Emerging Markets Opportunities Fund.
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