One of the challenges of investing in EM equity markets is their relative short
history as an asset class, a history that is still being written, and to which recent
events in Russian financial markets are adding a new and difficult chapter.
Disclaimer
The views expressed are those of the portfolio managers as of March 2022 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.
James Syme and the Emerging Markets Opportunities team highlight the hidden export strengths of two of their favourite markets, India and Mexico
James Syme takes a look at recent commodity price moves and describes how the portfolio is positioned to benefit.
The opportunity within emerging markets is more compelling than the opportunity of emerging markets.
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