Disclaimer
The views expressed are those of the portfolio managers as of May 2021 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.
With Covid-19 case numbers rising rapidly, James Syme reviews the portfolio's Indian exposure.
A top-down look at Brazil from the JOHCM Global Emerging Markets Opportunities team.
James Syme takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.
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