November 2024
Fund Research
Portfolio update: BlackRock Latin American
BRLA’s wide discount is coupled with cheap underlying markets…
19 Nov
19 Nov
Strategy
Big wheels keep on turnin’
The US election throws up several investment ideas from the mainstream to the more idiosyncratic...
20 Nov
20 Nov
Fund Research
JPMorgan Global Emerging Markets Income
JEMI offers core emerging markets exposure with an attractive dividend yield…
27 Nov
27 Nov
October 2024
Features
Why frontier markets have such a big role to play in global trends
Global changes and supply chain tensions; could smaller markets see growth?
25 Oct
25 Oct
Features
Investing in the smaller markets of Latin America
Brazil may be the largest economy and stock market in Latin America, but that is not to say that there aren’t rich investment opportunities across other parts of the region. In countries such as Colombia, Argentina or Chile, investors can get exposure to natural resources, technological innovation and emerging consumer strength. These smaller markets bring a new dimension to the BlackRock Latin American Investment Trust...
11 Oct
11 Oct
September 2024
Features
Can investing in frontier markets enhance your portfolio?
Emerging markets are a rich source of potential investment opportunities, but investors may be neglecting some of their most attractive sources of growth. Funds often focus principally on the largest markets – China, India or Taiwan. Looking into the world’s smallest markets – the frontier economies - brings something new and truly different to a portfolio, we believe...
27 Sep
27 Sep
Fund Research
JPMorgan Emerging Markets
JMG is trading on a wide discount relative to its history…
13 Sep
13 Sep
July 2024
Features
Is Brazil an untapped investment opportunity?
The opportunity that investing in Brazil provides is becoming more evident and the BlackRock Latin American Investment trust is at the forefront of its emergence...
26 Jul
26 Jul
Fund Research
Vietnam Enterprise Investments
VEIL looks set to benefit from a strong earnings recovery in Vietnam this year…
18 Jul
18 Jul
June 2024
Features
BlackRock Latin American Investment trust: A Look Ahead for 2024
Latin American economies welcomed 2024 with new economic vigour. They have shaken off a legacy of economic mismanagement, and now look set to play a new role in the global economy. The region’s economies are broadening out from their traditional commodity base, bringing a dynamism to the region and a breadth of choice for investors...
28 Jun
28 Jun
Features
BlackRock Frontiers Investment Trust: A Look Ahead for 2024
As developed markets see higher interest rates feeding through into the real economy, activity is likely to slow. But there are stronger prospects for investment growth in many emerging markets, particularly those outside China. Monetary tightening is already underway in Latin America and Eastern Europe, with inflationary pressures substantially controlled. This should support domestic economic growth and may suggest a better outlook for the next 12 months...
07 Jun
07 Jun
Fund Research
Templeton Emerging Markets
TEM’s board has announced four key initiatives aimed at narrowing the discount…
24 Jun
24 Jun
April 2024
News
Results analysis: Vietnam Enterprise Investments
VEIL delivers strong results in a rebound year…
30 Apr
30 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
March 2024
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
October 2023
Fund Research
Vietnam Enterprise Investments
Significant political developments may be about to give Vietnamese equities a big boost...
25 Oct
25 Oct
Fund Research
Mobius Investment Trust
MMIT has been the top-performing emerging markets trust over its first five years…
12 Oct
12 Oct
Fund Research
BlackRock Latin American
Managers’ ambition to take more active positions has so far paid off…
11 Oct
11 Oct
June 2023
Strategy
Bear in a China Shop
All the speakers at our emerging markets-focussed event last week see battered valuations in emerging markets – with the exception of the largest of them all – as a big opportunity…
29 Jun
29 Jun
Trust Issues
Investing in Vietnam, with Dragon Capital Founder Dominic Scriven - Podcast: Trust Issues #18
We talk inflation, advances in tech and Vietnam's entry to EM indices...
09 Jun
09 Jun