Is the Correction Over?
Julian Mayo, Chief Investment Strategist, Fiera Capital Europe, reflects on the current Emerging Markets landscape.
Global Emerging Markets Portfolio Update Video
Julian Mayo, Chief Investment Strategist, Fiera Capital Europe, shares the current outlook on Emerging Markets, corporate profits, and sector valuations.
Emerging Markets and the Return of Volatility
In this piece, Julian Mayo - Chief Strategist at Fiera Capital Europe, discusses the resurgence in volatility over the course of the last few months.
Market Volatility: Insights from the Trenches
How does the past week’s market volatility read to the investment experts? What is the perspective for hedge funds, emerging markets, growth equity, fixed income, and private lending in the changing market environment? Our investment teams weigh in.
Is this the Riyal Deal?
This paper from the Frontier Emerging Markets Team examines the reform process currently occurring in Saudi Arabia and how it aligns with the trajectory of investment opportunity in the country.
Frontier Emerging Markets: The Reform Story
Frontier Emerging markets conjure a picture of underdeveloped third world countries where investors are subject to risks that cannot be easily understood. In this paper we will explore these inherent prejudices and biases and try to show that in a diversified portfolio, the risks of Frontier Emerging Market investing may actually be lower than other equity asset classes and the potential returns greater.
Investing in Emerging Markets
In this white paper and webinar, Julian Mayo, Co-CIO at Charlemagne Capital, discusses the investment themes driving emerging markets today, and why previous underperformance has started to reverse.