December 2024
Opinion

Trust Issues: investing in frontier markets with BRFI
We discuss opportunities for investors in frontier markets and why BRFI is well-positioned to benefit from strong growth drivers in the region...
17 Dec
17 Dec
Features

The pitfalls of correlation
Why frontier markets offer a unique blend of diversification and growth opportunities…
17 Dec
17 Dec
Fund Research

Vietnam Enterprise Investments
Changes to VEIL’s portfolio under its new manager have already borne fruit…
20 Dec
20 Dec
News

Results analysis: BlackRock Frontiers
BRFI has recorded another strong year…
06 Dec
06 Dec
November 2024
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
Features

A step in the right direction
FEML is positive but selective on China…
29 Nov
29 Nov
Features

A blueprint for success
AWEM can look to India for inspiration…
21 Nov
21 Nov
Portfolio update

Portfolio update: BlackRock Latin American
BRLA’s wide discount is coupled with cheap underlying markets…
19 Nov
19 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

The long and short of it
FEML’s Polish investments show the attractive potential the trust offers – as well as the managers’ unique approach to markets…
12 Jun
12 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
Features

Uncorrelated and ex-China
BRFI provides many of the features emerging market investors typically look for…
09 Apr
09 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
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
January 2024
Blog

Heading to the polls
We look at elections around the world and what they mean for investors…
26 Jan
26 Jan
Features

From Athens to Almaty
FEML’s flexible approach to markets means the trust is well positioned for the year ahead…
31 Jan
31 Jan
Fund Research

JPMorgan Emerging Markets
JMG aims to hold multi-cycle winners over the long run…
24 Jan
24 Jan