June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Features
Why Chinese consumers 'trump' fears of a trade war...
We find out why domestic consumption in China and other emerging markets underpins a positive long-term story for investors…
07 Jun
07 Jun
Fund Research
BlackRock Frontiers
Sam Vecht's flagship emerging markets fund has kept pace with its new, more appropriate, benchmark so far in 2019 after a tricky start last year...
10 Jun
10 Jun
October 2018
Strategy
Information overload
Our analysis shows the long term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
10 Oct
10 Oct
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Fund Research
Barings Emerging EMEA Opportunities
Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...
09 Oct
09 Oct
Fund Research
Templeton Emerging Markets
Templeton Emerging Markets aims to maximise total returns over the long run with a value-based, bottom up approach...
09 Oct
09 Oct
May 2018
Fund Research
BlackRock Frontiers
Long-term capital growth from investment in companies operating in frontier markets...
17 May
17 May
Fund Research
ScotGems
ScotGems was launched June last year, aiming to deliver long-term capital growth, by investing into smaller capitalisation companies operating in emerging markets...
10 May
10 May
April 2018
Strategy
Electric dreams
We examine the growing shift toward electrical power across a broad range of industries, and the implications for investment trusts with exposure to them...
04 Apr
04 Apr
Fund Research
Utilico Emerging Markets
Owning companies that meet the growing needs of the ever-increasing middle classes in emerging markets countries
04 Apr
04 Apr
March 2018
Strategy
Fools rush in
The strong performance of emerging markets has seen investors flooding into ETFs, but the evidence shows that active managers produce far better results...
22 Mar
22 Mar
Fund Research
Barings Emerging EMEA Opportunities
An unusual combination of high-alpha stockpicking, with a portfolio exhibiting strong growth credentials and decent dividend income
29 Mar
29 Mar
December 2017
Fund research
BlackRock Frontiers
A high-quality trust managed by an experienced and well-resourced team that offers exposure to lowly correlated frontier markets
19 Dec
19 Dec
Fund research
BlackRock Emerging Europe
A high conviction, macro-aware stockpicking trust that focuses on European emerging markets such as Russia and Turkey...
06 Dec
06 Dec
November 2017
Strategy
Race ready?
We analyse the outlook for emerging markets and, in particular, the genuine active funds that focus on them…
30 Nov
30 Nov
Strategy
Straight talking...
Bronwyn Curtis OBE, chairman of JPMorgan Asian, tells us why making the tough decisions and addressing the elephant in the room are her forte...
08 Nov
08 Nov
July 2017
Strategy
Fool’s gold?
We examine whether emerging markets are still cheap from a relative basis or if the increased valuations across the developing world sign that the whole equity market is now very expensive…
13 Jul
13 Jul
Fund Research
Fundsmith Emerging Equities
An emerging markets trust that has a focus on high-quality companies and was launched to great fanfare, but has struggled to keep pace during the recent rally...
12 Jul
12 Jul
Fund Research
Templeton Emerging Markets
A value focused investment trust which has historically performed better during periods when emerging market equities have rallied...
12 Jul
12 Jul
Fund Research
Utilico Emerging Markets
A highly-differentiated emerging markets equity trust with a more defensive tilt due to its focus on utility and infrastructure-related stocks...
06 Jul
06 Jul