Emerging & Frontier Equities
Emerging & Frontier Equities: Tactical and strategic
02 Jan 2013
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
Emerging & Frontier Equities: The great melt-up
02 Jan 2013
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell
Emerging & Frontier Equities: A turn in the cycle
02 Jan 2013
There is a tussle between ‘quality’ and cyclicality among the top strategies in emerging market equities. Martin Steward looks at how three portfolios are shaping up for a possible turn in risk...
Emerging & Frontier Equities: The private market complement
02 Jan 2013
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
Emerging Market Equities: Tide of history
03 Jan 2012
Emerging markets, and their trade relationships with one another and the rest of the world, are changing. Traditional investment frameworks are struggling to remain relevant, writes Joseph Mariathasan
Emerging Market Equities: ‘Quality’ shines through
03 Jan 2012
Martin Steward finds that a significant change in market leadership after 2009 determines who stays at the top of the emerging equity performance tables – and who falls
Emerging Market Equities: The evolution of fundamentals
03 Jan 2012
Exposure to global smaller companies can capture diversification by market capitalisation, but also by developed and emerging market exposure, writes Nick Hamilton
Emerging Market Equities: Rooting for acorns
03 Jan 2012
Somerset Capital finds a nice selection of tomorrow’s mighty oaks and quality local businesses among emerging small and mid-caps, writes Martin Steward
Emerging Market Equities: Emerging questions
04 Jan 2011
The days of a simple emerging market allocation are over. Correspondingly, JosephMariathasan finds a variety of approaches among the top performing managers
Not just all-in on BRICs
01 Feb 2010
Joseph Mariathasan and Martin Steward research some of the top performers in emerging market equities and finds considerable diversification, not only between top-down and bottom-up approaches, but...
The hunt for treasure
30 Jun 2009
Rather than worrying whether the recent emerging market equities rally is sustainable, investors who believe in a long-term growth story should not attempt to time the unpredictable, finds Joseph...
Africa: the efficient frontier
30 Jun 2009
“Africa is where Asia was 20 years ago,” says Richard Segal, a strategist with African financial services firm UBA Capital. “The question is, will Africa be where Asia is now in 20 years’ time?” It...
