Disclaimer
The views expressed are those of the portfolio manager as of July 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.
Portfolio positioning around the commodity rally: the JOHCM Global Emerging Markets Opportunities team provide an update
The pick-up in capital flows, higher commodity prices and vaccination roll-outs are powerful drivers for commodity-exporting emerging markets.
With Covid-19 case numbers rising rapidly, James Syme reviews the portfolio's Indian exposure.
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