Views & News

Emerging Markets Spotlight

| Emerging Markets Equities
James Syme
23 Sep 2019
  • We remain in a position where structural economic imbalances are driving global geopolitical tensions.
  • The potential exists for an escalation of US-Chinese conflict, and an extension of these stresses to other countries, both developed and emerging.
     

Disclaimer

The views expressed are those of the portfolio manager as of September 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.

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