James Syme

Senior Fund Manager, JOHCM

Quarterly video update: Is value developing in emerging markets?

“Emerging markets remain in a much better position…but it is important to monitor where value is developing”

James Syme, Senior Portfolio Manager, Pendal Global Emerging Markets Opportunities Fund


A number of emerging markets have felt the impacts of a strong US dollar, volatility in the oil price and a tightening of the reins on US trade policy so far in 2018, resulting in varied performance across different countries.


In this quarterly update, Senior Portfolio Manager James Syme:

– explains the role of major policy decisions in driving performance dispersion across emerging markets

– highlights the key markets which are in fundamentally better shape; and 

– sets out the team’s rationale for key country-level overweight and underweight positions







Further reading:

Why an active approach to emerging markets is crucial; emerging markets go right or wrong at the country level

Be a part of the world’s fastest growing economies


This article has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at November 23, 2018. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.

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