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Our take on the latest investment themes

View [At the heart of disruption in Latin America] Disruption in Latin America

At the heart of disruption in Latin America

by Colin Dishington, Paul Desoisa

Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America. We found examples confirming not only the rapid pace of disruption but the unexpected areas of the economy it is taking place.

8 May 2019
View [Getting to grips with India’s financial ecosystem] Mumbai is updating

Getting to grips with India’s financial ecosystem

by Paul Sloane

The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector.

18 April 2019
View [Growth of the online gaming sector ] Divya Mathur on TDAmeritrade - Gaming outlook

Growth of the online gaming sector

by Divya Mathur

Divya Mathur, Portfolio Manager, Global Emerging Markets talks to TD Ameritrade about the growth of the online gaming sector and the opportunities for stock-focused investor.

17 April 2019
View [Three key themes in Emerging Markets] Abstractphone1

Three key themes in Emerging Markets

by Alastair Reynolds

Alastair Reynolds shares his thoughts on three important areas which are shaping investment in emerging markets.

2 April 2019
View [Back in the Game] NetEase-Tencent

Back in the Game

by Colin Dishington

China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth.

11 February 2019
View [Is it a bank - or a tech firm?] Bank or tech

Is it a bank - or a tech firm?

by Paul Sloane

The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind.

4 January 2019