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.
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
Currency valuation is a key part of our emerging market country selection process, so what are the currency impacts from the US-China trade war?
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.
James Syme, portfolio manager of the Pendal Global Emerging Markets Opportunities Fund, talks trade wars and currency manipulation.
EM equities is a highly cyclical asset class, but the first half of 2019 has shown that a slowing cycle still creates great opportunities.
Our long-planned trip to visit companies in China could not have been better timed. Samir Mehta provides his take on the changing global economic order.
Mexico is one of the more stable and institutionally robust emerging markets, but not without it's challenges.
Conditions for emerging markets ex-China look better for the next few years than they have in recent years. James Syme explains why.
