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
Fund Research
JPMorgan Emerging Markets
JMG has delivered exceptional long-term returns with a patient, high conviction approach…
26 May
26 May
April 2021
Features
Latin America and the commodities supercycle
Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-term trend.
28 Apr
28 Apr
News
Results analysis: BlackRock Latin American
We look at how BRLA has performed, and what 2021 might have in store for the trust…
06 Apr
06 Apr
February 2021
Features
The Last Frontier: finding growth in smaller emerging markets
Smaller emerging markets have been left behind as investors have focused on a handful of high growth areas. As the crisis fades, investors are already starting to recognise that these areas may provide high growth at compelling valuations.
16 Feb
16 Feb
Fund Research
Barings Emerging EMEA Opportunities
BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…
24 Feb
24 Feb
December 2020
Fund Research
BlackRock Latin American
BRLA invests in Latin America, which has historically seen strong returns in global recovery periods…
10 Dec
10 Dec
Fund Research
BlackRock Frontiers
BRFI’s portfolio is trading on a record low valuation, putting it in a potentially strong position for a COVID bounce…
02 Dec
02 Dec
June 2020
Strategy
Gimme shelter
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
18 Jun
18 Jun
Market insight
Fortune favours the brave
Better yields and discounts are on offer in the emerging markets…
09 Jun
09 Jun
Fund Research
Barings Emerging EMEA Opportunities
BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...
24 Jun
24 Jun
December 2019
Fund Research
BlackRock Frontiers
BRFI offers a strikingly high yield from undervalued regions with strong growth potential…
30 Dec
30 Dec
Fund Research
BlackRock Latin American
BRLA has raised its gearing in anticipation of a Brazilian market rally...
10 Dec
10 Dec
Fund Research
Barings Emerging EMEA Opportunities
BEE invests in strikingly cheap markets and has a strong track record of alpha and dividend generation…
05 Dec
05 Dec
September 2019
Fund Research
ScotGems
A highly concentrated portfolio, with a focus on capital preservation, makes for an interesting mix for investors in the current volatile market conditions…
09 Sep
09 Sep
Fund Research
Utilico Emerging Markets
Utilico Emerging Markets focuses on the infrastructure and utilities sectors, primarily in Latin America...
06 Sep
06 Sep
August 2019
Strategy
Dangerous ground: the perils of timing the market
Our research shows that attempting to time the market is, more often than not, a mug's game...
14 Aug
14 Aug
Features
Exploring the next frontier
The world’s developing markets may look and feel like large emerging markets, but they bring something new for investors. The team at BlackRock explain why…
21 Aug
21 Aug
July 2019
Strategy
Push-me pull-you
Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...
03 Jul
03 Jul
Fund Research
Fundsmith Emerging Equities
FEET applies the same rules as the popular global open-ended fund to emerging markets...
24 Jul
24 Jul
Fund Research
JPMorgan Emerging Markets
JPMorgan Emerging Markets uses deep resources to identify companies with the potential to continue compounding earnings faster than the market...
10 Jul
10 Jul