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Emerging Markets Spotlight

Five indicators to monitor risk and opportunity from the JOHCM Global Emerging Markets Opportunities team. 

  • James Syme
27 Jul 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • We think that there are perhaps five important global macro indicators to monitor to assess risk and opportunity in the higher-risk, more capital-flow sensitive emerging markets.
  • We believe that the conditions that have led to capital inflows, stronger currencies and good returns to equity investors are still in place.

Disclaimer

For professional investors only. 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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