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.Read More 14 Nov 2022
Beijing is changing its policy on Covid and property. Is this a bottom for China stocks?Read More 14 Nov 2022
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.
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.
Beijing is changing its policy on Covid and property. Is this a bottom for China stocks?
Inflation under control, positive economic growth, valuations at half their long-term – we remain very positive on Brazil in both absolute and emerging...
Quarterly Impact Report Q2 2022
Some Chinese stocks may appear attractive from a valuations perspectives – but investors also need to be able to realize that value.
Despite the strong dollar and contracting liquidity, emerging markets are holding their own. As long as you’re selective.
Christopher addresses the past quarter and shares what he and Nudgem Richyal, CFA, are excited about moving into the new market regime.
Hint: Watch where the tourists go, says Senior Fund Manager Paul Wimborne.
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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