emerging markets

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

It seems like we’re back where we were at the beginning of the year, with most asset classes looking rich. In these times some investors are tempted to expand their...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

Over the past few months, we have seen some inconceivable things from markets and economies around the globe; from talk of negative interest rates to wild valuations,...

When it comes to emerging markets, a preconceived notion among Australians is that the asset class is "too risky". But Edward Su and Michael Roberge, Co-Managers of...

Longer term, we continue to see the emerging markets commanding an increasing share of the global growth pie, led by younger populations, rapidly rising middle-class...

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...

According to McKinsey & Co, by 2025, annual consumption in emerging markets will reach $30trn, a milestone they described as “the biggest growth opportunity in the...

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...

Westfield is a name all Australians know well. The company originated in 1959 and was floated in 1960 and now has operations in the US, UK and New Zealand as well as...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...

Investors face a range of challenges as well as opportunities in 2020. Markets are near all‑time highs, and while bull markets tend to die of extremes or crisis,...

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...