Disclaimer
The views expressed are those of the portfolio managers as of March 2021 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 takes a look at the higher-beta emerging markets and gives his thoughts on where the opportunities lie.
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts.
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