Disclaimer
The views expressed are those of the portfolio managers as of December 2020 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.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
Observations on some interesting differences between inflation dynamics in major Latin American countries.
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