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On China: Not a typical emerging market crisis

The market’s optimism of recent years seems to have ended. Yet China has all the building blocks of a powerful recovery when Covid lockdowns end.

  • James Syme
01 Dec 2022

On China: Not a typical emerging market crisis

The market’s optimism of recent years seems to have ended. Yet China has all the building blocks of a powerful recovery when Covid lockdowns end.

14 Nov 2022

Chinese tech stocks – is now the time to invest?

In a new video, James Syme, Senior Fund Manager, shares why these stocks come with a lot of risk – and what to consider before investing.

14 Nov 2022

Emerging Markets Spotlight

Beijing is changing its policy on Covid and property. Is this a bottom for China stocks?

11 Nov 2022

Why we like Brazil

Inflation under control, positive economic growth, valuations at half their long-term – we remain very positive on Brazil in both absolute and emerging...

10 Nov 2022

Regnan Global Equity Impact Solutions Strategy

Quarterly Impact Report Q2 2022

01 Nov 2022

Is it time to buy Chinese stocks?

Some Chinese stocks may appear attractive from a valuations perspectives – but investors also need to be able to realize that value.

19 Oct 2022

Emerging Markets Spotlight

Despite the strong dollar and contracting liquidity, emerging markets are holding their own. As long as you’re selective. 

12 Oct 2022

Q3 Video Update from Christopher Lees, CFA

Christopher addresses the past quarter and shares what he and Nudgem Richyal, CFA, are excited about moving into the new market regime.

    03 Oct 2022

    How can investors identify promising Emerging Markets?

    Hint: Watch where the tourists go, says Senior Fund Manager Paul Wimborne. 

    01 Oct 2022

    International Select Fund Quarterly Report

    The fund has started tiptoeing slowly into new “neighborhoods” where we see positive relative fundamentals and valuations, plus stabilizing relative share price trends.

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