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Emerging Markets Spotlight

The technology names with a catalyst. James Syme talks portfolio positioning in a tech-heavy world.

  • James Syme
16 Nov 2020
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View PDF   Download PDF  
  • Technology companies (broadly defined) generally face an extremely supportive operating environment at present, with the offline to online move hugely accelerated by Covid-19, coinciding with the rise of artificial intelligence and machine learning.
  • The portfolio has significant exposure to companies that are benefiting from these trends, but we retain a preference for investments that also have a catalyst that can unlock the potential in the company and its share price.
     

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 may 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.

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