Disclaimer
The views expressed are those of the portfolio manager as of October 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 forecast of future events, a guarantee of future results, or investment advice.
Someday, this trade war’s going to end. That would be just fine for emerging market investors. Until then caution is warranted.
James Syme, manager of the JOHCM Emerging Markets Opportunities Fund, talks trade wars and currency manipulation.
James Syme gives his outlook on emerging markets given slowing economic growth in China and the slowing cycle.
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