November 2024
Strategy
What would Kenny Rogers do?
As the world waits for the Trump show to start in earnest, should you hold ‘em, fold ‘em, walk away or run?
27 Nov
27 Nov
Strategy
Get Rich Slowly: All roads lead to Rome
Making an investment portfolio greater than the sum of its parts…
03 Nov
03 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
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
Strategy
Get Rich Slowly: How I invest my money
Our investment specialist reveals the winners and sinners in her portfolio…
06 Oct
06 Oct
Guides
Investing in frontier markets with investment trusts
How investment trusts provide exposure to the dynamic economies in frontier markets…
13 Oct
13 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
Strategy
Get Rich Slowly: How I invest my money
Our investment specialist discusses his investment portfolio…
14 Sep
14 Sep
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
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
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
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
March 2024
Strategy
Seoul searching
South Korea is looking to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, just like 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
February 2024
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Blog
Extra chips with that please
We take a closer look at the booming semiconductor sector and how investors can tap into its growth potential….
02 Feb
02 Feb