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Emerging Markets Spotlight

A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding. 

  • James Syme
  • Paul Wimborne
15 Jul 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • We group our selected country-level market drivers into five broad groups, but we also recognise that some of these will be more important than others at particular times.
  • The current environment is one of these times, where pre-existing balance of payments strengths and weakness have outweighed the effects of monetary and liquidity stimulus that are being applied across emerging markets.
     

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. 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. The Fund’s investment 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.

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