Disclaimer
The views expressed are those of the portfolio manager as of February 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole.
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
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