October 2024
Strategy
Cream of the crop
We identify those trusts that use the distinctive features of investment trusts to the full…
30 Oct
30 Oct
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
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
Ashoka WhiteOak Emerging Markets
AWEM is off to a strong start, outperforming the index since launch…
30 Sep
30 Sep
Fund Research
JPMorgan Emerging Markets
JMG is trading on a wide discount relative to its history…
13 Sep
13 Sep
August 2024
Strategy
Unconscious uncoupling
Investment trusts in the emerging market sector could be less correlated than you might think…
07 Aug
07 Aug
News
Flash update: BlackRock Frontiers
BRFI’s unique investment universe has the wind in its sails…
06 Aug
06 Aug
Fund Research
Fidelity Emerging Markets
FEML’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector…
23 Aug
23 Aug
June 2024
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
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
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
Strategy
Seoul searching
South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's…
27 Mar
27 Mar
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
December 2023
Events
Don’t Panic!
Our analysts look for value against a backdrop of bombed out investment trust discounts…
05 Dec
05 Dec
News
Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec
Fund Research
Fidelity Emerging Markets
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector…
27 Dec
27 Dec
Fund Research
Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets…
07 Dec
07 Dec
April 2023
Features
The outlook for the world’s smallest markets
Frontier markets have navigated some significant headwinds in 2022, but the outlook for the year ahead looks brighter, says Emily Fletcher, manager of the BlackRock Frontiers Investment Trust...
28 Apr
28 Apr
News
Results analysis: Vietnam Enterprise Investments
VEIL is trading on a wide discount, with the Vietnamese market also looking cheap…
27 Apr
27 Apr