We have written at length about what the move in global commodity prices means for emerging market commodity exporters (both companies and countries), and the opportunity we feel that presents for investors. This piece is both an update on that, as well as a highlight of the hidden export strengths of two of our favourite markets, India and Mexico.
Disclaimer
The views expressed are those of the portfolio managers as of February 2022 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 recent commodity price moves and describes how the portfolio is positioned to benefit.
The opportunity within emerging markets is more compelling than the opportunity of emerging markets.
We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...
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