Looking at tech stocks in emerging markets Take care to consider investments with a catalyst to unlock a company's potential and share price. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explainTECHNOLOGY companies generally face an extremely supportive operating environment at present.Covid-19 has hugely accelerated online migration. Along with the rise in artificial intelligence and machine learning this requires massive...

EMERGING markets investors must have a strong understanding of country-level factors. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approach using Thailand as an example.Emerging markets go right or wrong at country level but there are some similarities between economies and markets within particular regions.Examples include the commodity dependencies of Latin America and the Arab Gulf or the...

Opportunity in China is not always where you might think. Global Emerging Markets Opportunities portfolio managers James Syme and Paul Wimborne pictured above explain their approachTHIS month we highlight one of the main expected drivers of our portfolio and explain the case for those investments.We focus on these holdings because a high-level look at the portfolio s relative weightings might not bring out the degree...

nbsp PENDAL will soon introduce a new unit registry service for our Australian-based funds. Due by March the new Mainstream system will offer clients an industry-leading online investor portal making it easier and faster to get information about their funds. Mainstream is a leading fund registry and administration service for fund managers superannuation trustees and listed companies. Once fully implemented clients will be able to...

nbsp There are some interesting differences among major Latin American countries that are important for emerging markets investors right now. Here senior portfolios managers James Syme and Paul Wimborne take a closer look explaining which countries they favour and why. nbsp WE believe growth metrics and policies designed to support growth are the key data points to track for markets with stimulative monetary policies and...

nbsp Some country-level factors are more important than others for Emerging Markets investors right now. Here are the latest insights from James Syme and Paul Wimborne pictured managers of our Global Emerging Markets Opportunities fund. FOLLOWERS of our emerging markets investment process know we group our selected country-level market drivers into five broad groups. But we recognise some of these are more important than others...

Two things are clear about the coronavirus at the time of writing. The attempt to contain the coronavirus spread in China will have a very significant impact on economic data and corporate results. And the scale of the impact is very unclear.

Experts on emerging markets from Lonsec and Pendal get together to share their insights with investors into undervalued opportunities in some of the world's bright spots.

There are two broad drivers of emerging market equities. James Syme discusses these key catalysts and what they may do for investors in EM.