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
Market insight
Fortune favours the brave
Better yields and discounts are on offer in the emerging markets…
09 Jun
09 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
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
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
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
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
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 invests in emerging markets equities on a global basis aims to maximise total returns over the long run with a value-based, bottom up approach...
09 Oct
09 Oct