Views & News

Exploring the growth of Chinese EVs, the dominance of local brands, and the impressive infrastructure supporting Asia emerging markets.

An assessment of Emerging Markets reveals uneven performance and identifies opportunities in domestic-driven economies.

The collapse of Silicon Valley Bank & Signature Bank is a 'first world problem' with limited EM exposure. No JOEMX portfolio companies have ...

Income investors have had a long wait for real yields to rise from near-zero to levels closer to what has been historically normal.

101 Lesson of structural growth versus recovery growth investing

Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities later

Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.

Strained geopolitical relationships and overextended supply lines are leading to a trend of relocating critical business operations.

What Senior Fund Managers Christopher Lees and Nudgem Richyal are most excited about looking into 2023 in a short video presentation.

A look at the impact of local politics at a time of rising global interest rates, a stronger US dollar, and a slowing South Korean economy.