Disclaimer
The views expressed are those of the portfolio manager as of October 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.
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
Observations on some interesting differences between inflation dynamics in major Latin American countries.
A top-down look at the countries the JOHCM Emerging Markets Opportunities team are avoiding.
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