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Podcast: Emerging markets rebound and our composed approach
Alastair Reynolds, Portfolio Manager, discusses the emerging market rebound, and how our GEMs team’s collaborative approach is a key to remaining composed in current markets.
- Date published
- 14 Apr 2020
- Tag
- Global Emerging Markets
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Podcast: Managing emerging market volatility
Portfolio Manager, Paul Sloane, explains what’s been happening in emerging markets and how having a balanced portfolio acts as a major noise reduction tool.
- Date published
- 3 Apr 2020
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Insurance in Emerging Markets - a massive growth runway
Under-penetration in financial services, rising wealth levels, and an increasing agenda of financial inclusion all support a strong growth trajectory for insurance across emerging markets.
- Date published
- 2 Feb 2020
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Indian labour law reform
At first glance, labour law would seem to be a bit esoteric for most people, even diligent investors. However, it is one of the structural levers that can be instrumental in boosting economic growth.
- Date published
- 29 Jan 2020
- Tag
- Global Emerging Markets