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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 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.
Observations on the coronavirus from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Three phrases to sum up the investment landscape: Samir Mehta, JOHCM Asia ex Japan Fund, reviews the last decade.
Taiwan Semiconductor - why we've increased our portfolio weighting
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