Insight

A rising tide of opportunities across many frontiers

A rising tide of opportunities across many frontiers

Investing in emerging markets is about identifying extraordinary businesses that have the capacity to generate above earnings even in pedestrian macro environments.

To gain further insight into our investment ideas, please read our short summaries below, or alternatively, download the pdf for a fuller read.    

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.
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