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.
Sharat Dua, CFA gives his outlook for key African economies in this piece entitled Africa Re-awakening. Commentary Highlights: The last two years have been turbulent for South Africa, but recent elections signal that a change may be near. We are optimistic that 2018 will see a strengthening of the Egyptian Pound and high stock market […]
2018 Emerging Markets Outlook
Anindya Chatterjee and team’s detailed 2018 Emerging Markets Outlook addresses typical investor concerns and identifies the reasons they believe the rally in emerging markets equities will continue.
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.