We have expertise in regional and single country, as well as dynamic and thematic equity strategies.
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
Japan offers potential upside from a revival in corporate reforms, improving profitability and attractive valuations.
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
China’s multi-year transformation will create a new growth narrative and new opportunities.
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
14 Feb | Global Emerging Markets Equity Team
Supply chain diversification
Opportunities for investors in the world’s third largest consumer market.
07 Sep | Samuel Bentley
The beauty of the emerging markets is that there is no uniform narrative. The region ...