The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.
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Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.
Recommended holiday reading: our annual review and outlook across major domestic and overseas markets.
James Syme reviews the year and explains why we are very positive on the outlook for EM equities in 2019.
In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.
Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team's investment thesis.
India's dependence on oil imports and excessive reliance on foreign capital flows sees it caught up in the downward shift in sentiment towards many Asian markets.
One defining feature of the Trump administration is the willingness, even enthusiasm, to confront the United States’ geopolitical rivals.
As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.