October 2022
Features
Frontier markets at a time of high inflation
Frontier markets might appear vulnerable at a time of global economic tension. The reality is that some are thriving in spite of the difficult environment, says Emily Fletcher, Co-Manager of the BlackRock Frontiers Investment Trust plc...
14 Oct
14 Oct
Fund Research
ThomasLloyd Energy Impact
TLEI’s impact and return objectives make it an interesting addition to the sector…
18 Oct
18 Oct
July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Fund Research
Barings Emerging EMEA Opportunities
BEMO offers exposure to both sides of the energy transition…
29 Jul
29 Jul
Fund Research
BlackRock Frontiers
As major economies stumble, the world’s smallest markets may offer overlooked opportunities…
19 Jul
19 Jul
Fund Research
Templeton Emerging Markets
A tough year so far but well-positioned for future growth...
06 Jul
06 Jul
June 2022
Opinion
Podcast: Investing in Vietnam with Dragon Capital founder Dominic Scriven
We speak to the man behind one of London's leading closed-ended funds...
13 Jun
13 Jun
Fund Research
Mobius Investment Trust
MMIT is a highly differentiated option for emerging market investing…
23 Jun
23 Jun
May 2022
Strategy
Time to change the record
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
04 May
04 May
Fund Research
JPMorgan Global Emerging Markets Income
JEMI offers a compelling yield from relatively defensive emerging markets companies…
25 May
25 May
Fund Research
BlackRock Latin American
The Latin American region seems to be in a sweet spot, benefitting from high commodity prices…
11 May
11 May
March 2022
Replay
Slides and Audio: Barings Emerging EMEA Opportunities
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
25 Mar
25 Mar
Replay
Slides and Audio: BlackRock Latin American
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Fund Research
JPMorgan Emerging Markets
JMG is aimed at investors who want to maximise their outperformance over the long term…
02 Mar
02 Mar
December 2021
News
Results analysis: Barings Emerging EMEA Opportunities
BEMO has outperformed its benchmark and the emerging markets index in a barnstorming year for EMEA…
08 Dec
08 Dec
News
Results analysis: BlackRock Frontiers
BRFI has delivered outstanding returns in the last financial year, combining strong capital returns and an attractive fully covered dividend…
07 Dec
07 Dec
November 2021
Events
Fantastic growth funds (and where to find them)
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
10 Nov
10 Nov
Replay
Slides and Audio: BlackRock Frontiers
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Fund Research
BlackRock Frontiers
Opportunities in smaller emerging and frontier countries bring BRFI to the fore after China woes…
10 Nov
10 Nov
September 2021
Strategy
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
01 Sep
01 Sep
Fund Research
Barings Emerging EMEA Opportunities
BEMO is a very different way to play the energy transition…
29 Sep
29 Sep
Fund Research
BlackRock Latin American
BRLA offers an annualised yield of 5% from a region which should benefit from a global recovery…
28 Sep
28 Sep
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefitting from better corporate governance and a burgeoning dividend culture in emerging markets…
15 Sep
15 Sep
August 2021
Opinion
Is the UK’s debt a ticking time bomb?
Our analyst argues Rishi is right to worry about government debt and borrowing…
25 Aug
25 Aug
Fund Research
Fundsmith Emerging Equities
FEET has seen improved performance after a strategic shift under the new manager…
18 Aug
18 Aug
Fund Research
Mobius Investment Trust
MMIT is at the leading edge of ESG investing…
10 Aug
10 Aug
May 2021
Strategy
Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
05 May
05 May
News
Results analysis: Barings Emerging EMEA Opportunities
Reporting results for the six months ending 31 March 2021, BEMO outlined the early success of the broadened investment strategy…
28 May
28 May
Fund Research
JPMorgan Emerging Markets
JMG has delivered exceptional long-term returns with a patient, high conviction approach…
26 May
26 May