Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda and the effects of the most recent election results in Korea in this video.
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
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