Views & News

Emerging Markets Spotlight

| Emerging Markets Equities
James Syme
Paul Wimborne
17 Apr 2020
  • Whilst the country-level remains our focus when thinking about risks and opportunities in EM equity, we have to also be aware of developments at the sector and industry level.
  • One that seems particularly important to us, at this time, is the rapidly worsening outlook for banks, both in emerging markets and globally.

Disclaimer

The views expressed are those of the portfolio manager as of April 2020, 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.

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