Views & News

Emerging Markets Spotlight

| Emerging Markets Equities
James Syme
10 Apr 2019
  • Two interesting stories have been developing recently – South Africa (and its relationship with parastatal power company Eskom) and Mexico (and its relationship with parastatal oil company Pemex).
  • It is clear to us that the domestic opportunity in Mexico has a better fundamental underpin than in South Africa, and we are positioned accordingly.
     

Disclaimer

Past performance is no guarantee of future performance.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Issued and approved in the UK by J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Ltd. J O Hambro® is a registered trademark of Barnham Broom Holdings Ltd. Registered in England and Wales under No: 2176004. Registered address: Level 3, 1 St James’s Market, London SW1Y 4AH, United Kingdom.

For a better experience, we recommend viewing this website in landscape orientation.

Webinars

×

JOHCM

×

Regnan

×