Disclaimer
The views expressed are those of the portfolio manager as of August 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
James Syme gives his outlook on emerging markets given slowing economic growth in China and the slowing cycle.
James Syme discusses Mexico being the latest emerging market to undergo volatility as a result of politics-related trade uncertainty.
Conditions for EM ex-China look better for the next few years - James Syme, manager of the JOHCM Emerging Markets Opportunities Fund.
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