adviser only
Are emerging markets set for a revival?
This article first appeared in Investment Week on 11 September 2024 A few months ago, it looked l...
GQG Partners Emerging Markets Equity
Mid-Year Review 2024: AI boom and market surprises
Key takeaways: 90%* of Elite Rated funds and trusts have produced positive returns for investors ...
Elections, growth and valuations: Your five minute guide to Indian equities
Next week (June 4th) will see the results of the Indian elections announced – with current prime ...
adviser only
Why valuations should not block India’s investment case
This article first appeared on Trustnet on 1 May 2024 The Indian elections are in full swing, wit...
The sectors benefiting from changing demographics
Any sailor will tell you that it’s a lot faster to go with the wind than against it. It is the sa...
adviser only
Oil price drops obscure the case for energy stocks
This article first appeared in Trustnet on 3 January 2024 Oil prices are notoriously volatile, bu...
adviser only
Emerging market macros make valuations even more attractive
This article first appeared on Trustnet on 30 November 2023 What’s the first thing which comes to...
adviser only
Should investors rethink emerging markets?
This article first appeared in Investment Life & Pensions Moneyfacts Magazine, September edit...
Three ways to balance your portfolio
Investing was easy in the 2010s. At least it was with hindsight. When it came to equities, the US...
Different ways to invest in emerging markets
Emerging markets have long divided opinion. Those in favour cite the chance of better-than expect...
adviser only
GQG Partners Emerging Markets Equity: update from the manager, May 2023
May 2023 | Chris Salih interviews Chulantha de Silva, the client portfolio manager of the GQG Par...
adviser only
Four routes to tap into an emerging market rebound
This article first appeared on portfolio-adviser.com on 23 March 2023 “Sometimes you just have to...
ISA ideas from around the globe
With nothing planned for the Easter holidays and the weather still very unspring-like, thoughts i...
adviser only
Is change in the air for emerging market investors?
This article first appeared on moneymarketing.co.uk on 22nd February 2023 The adage, “it’s not a...
Can emerging market equities outperform in the next decade?
The early part of the 21st century saw emerging markets outperform. Having survived a number of c...