James Syme

Senior Fund Manager, JOHCM

Video update: Positioning for an upturn in emerging markets

“They don’t ring a bell at the top of the market…they don’t ring a bell at the bottom either”

James Syme, Senior Portfolio Manager

 

2018 was a difficult year for emerging markets, with a number of country-specific challenges leading to weakness in both equities and currencies.

In this quarterly update, James Syme reviews the Strategy’s performance over the past quarter and provides:
– a perspective on country-specific impacts from US economic policies;
– the underlying dynamics in China beyond the trade narrative; and
– the signs to look for ahead of a upturn in emerging markets

 

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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

 

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