Despite the economic damage caused by the lockdown, there are some surprisingly positive side-effects of which investors should be aware.
I wanted to give you an update on the Merian GEM portfolio in these unprecedented times.
Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.
India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.
Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.
In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...
Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...