Tales from the Road - Russia
Russian newsflow is dominated by geopolitics, painting a picture of heightened risk for investors. However, the economic reality often differs greatly from received wisdom. On a recent research trip to Moscow, Andrew Ness, Portfolio Manager, Global Emerging Markets found evidence of well-run companies that have weathered recent economic turbulence and, crucially for long-term investors, that display a growing willingness to engage on sustainability.
25 May 2017