May 2021
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
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
Strategy
A bumper harvest?
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
09 Dec
09 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
News
Results analysis: BlackRock Frontiers
BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…
18 Dec
18 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
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
May 2020
Events
Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
13 May
13 May
Fund Research
JPMorgan Emerging Markets
JMG’s patient, low-turnover approach has left it top of the performance tables…
11 May
11 May
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
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
Features
The key to unlocking emerging markets
We discuss how the global resources of JPMorgan Asset Management have bolstered the performance of JPMorgan Emerging Markets Trust...
02 Sep
02 Sep
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
July 2019
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