Emerging Market Equities
Global Emerging Markets
AUM: $629 million (30 September 2021)
Our global emerging markets strategy aims to offer superior growth at cheaper valuations than developed markets at a time when trends continue toward shareholder friendly practices and enhanced future returns.
ESG in Asia: Accelerating Momentum
The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.View
Emerging Markets Equity: Evolving & Transforming
Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.View
The False Dawn of Big Tech Regulation?
Calls for increased regulation of tech giants have indeed grown—but will they have the desired impact? In our opinion, the focus on "big is bad" is simply ineffective in a digital world.View
Is Short-Termism Masking a Long-Term Opportunity in EM Equities?
Emerging markets are in the headlines on a regular basis, but we rarely hear the whole story. In this article, which also appears in September’s edition of IPE, Ghadir Cooper explains more.View
Global Emerging Markets Equities: Where Do We Stand?
In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.View
Why Russia May be Set for an Explosion in E-commerce Growth
Historically a laggard in the e-commerce world, Russia is showing signs of life. But challenges remain.View