Reading Time: < 1 minute Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
Reading Time: < 1 minute Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
Reading Time: < 1 minute Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.
Reading Time: 2 minutes The dispersion of PRYs is currently at a 10-year peak in developed markets. Therefore, it is crucial to take an active approach and be highly selective with country positioning for global bond portfolios.
Reading Time: 2 minutes Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Reading Time: 4 minutes China’s economic challenges have been well documented. The hoped for economic rally following the opening up of the country post the almost three years of Covid disruption has failed to materialize.