emerging markets

"Don't Fight The Fed(eral Reserve)" is a time-tested adage in financial markets. The short explanation is that investors should make decisions in concert with the...

Despite all the doom and gloom that we have been reading about markets, it's surprisingly been a pretty good month for investors - other than those invested in...

A few weeks ago, I sat down with Jonas Daly, Bennelong Fund Management's Head of Distribution, to discuss investing in emerging markets, the importance of alignment...

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...

There are a few components that the Skerryvore Asset Management team looks for to identify resilient companies in emerging markets, but government contracts is a red...

Supply chain disruption and soaring energy costs have combined to form a perfect storm of inflation.  "The biggest risk on global growth and asset prices across...

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...

The road to net zero emissions has the potential to set in place the conditions for a commodity super-cycle which has significant implications for emerging and...