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Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especially in China-related companies — has been notable.

In an interview with Asset TV, Angus Sandison explains why emerging markets are far from irrelevant. Trading mostly with each other, they can foster resilience and homegrown success.

Explore the FSSA Global Emerging Markets Focus Fund (PCT), its investment strategy, performance, price, and key documents from FSSA Investment Managers.

At FSSA Investment Managers, we take a patient, long-term approach when investing in global emerging markets, with a concentrated portfolio of high- quality companies. We examine why this philosophy has endured for the past quarter-century.

Join Angus Sandison from FSSA Investment Managers to discuss current opportunities in Emerging Markets, the outlook for growth, and why quality businesses and active management remain critical in navigating the regions.

Many fund managers see high trading volumes and rapid portfolio turnover as evidence of constant re-evaluation and attention to detail. But the FSSA Global Emerging Markets (GEM) strategy favors a more patient, long-term approach, only investing in companies where we have high conviction in their prospects.

As questions about the waning of US exceptionalism are taking hold, institutional investors are increasingly looking to diversify their equity holdings.

Read the latest news and investment insights from FSSAIM's leading investment experts. We're specialists in APAC and Global Emerging Markets investments.

Nimble challenger banks in developing economies are disrupting sleepy incumbents by offering superior service. In doing so, they are opening new markets and delivering benefits for citizens.

We explore how Shenzhen medical device companies such as Mindray are taking advantage of the city’s knowledge and manufacturing networks to compete on the global stage.

The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted.

What can the Tour de France teach us about investing? We explore why patience, discipline and a long-term mindset remain essential in markets increasingly driven by momentum and leverage.

Markets often seize on a dominant theme and apply it broadly, rewarding what fits the narrative and punishing what does not.

The post-Cold War order is fading, giving way to a more friction prone, multipolar world. We outline what this means for portfolios, our defence exclusions, and how we’re positioned for quality and resilience.

Investors sometimes fixate on macro movements such as short-term economic trends such as inflation paths and interest-rate movements, but this is not the FSSA Investment Managers way. Our strategy is driven by long-term growth trends in emerging markets and the investment opportunities they create.

The global economy is increasingly being driven by emerging markets growth. With our long-established investment process and decades of investing in the region, we have found plenty of high-quality companies in emerging markets – but taking an active approach is key.

Rising household savings, digitalisation and financial literacy are driving rapid expansion of mutual funds in India, unlocking value across the investment ecosystem.

High-turnover, high-volume strategies might rely on algorithms and AI for their trading ideas. But at FSSA Investment Managers, we believe the key to building conviction in our investment ideas is having face-to-face conversations with the people and companies we invest in.

In the 1960s, the average holding period for a stock was over eight years. Today, it’s less than six months. But with less time in the market, the narrow band of return dispersion means that many investors end up tracking the index, not beating it.

Extreme views dominate today’s market narrative - especially around AI. While some foresee an imminent singularity, others warn of a bubble. We believe both may be partially right. AI is real and will shape entire industries, but the investable outcomes are likely more modest and diffuse than headlines suggest.

It has been a difficult period for the fund. At the time of writing, a number of our holdings are being challenged by an increasingly narrow view of where durable value creation will sit in an artificial intelligence (AI)-driven world.

Much of the world has spent the past month watching twenty-two people contest a ball across pitches throughout the North American continent. We have been watching a different contest, played out in Icheon and Pyeongtaek in South Korea, where the field of play is three-quarters of a millimetre high and the trophy is a share of the fastest-growing large market in the world economy.

Discover our range of APAC & Emerging Markets (EM) funds today. FSSAIM are investment specialists for China, India and emerging market equities.

At FSSA Investment Managers, we invest in businesses we expect to be part of our portfolio for decades to come. That’s why we put such a premium on the quality of management teams, choosing leaders who we believe have the skills to build strong franchises and deliver long-term growth.

Learn about FSSAIM fund prices and keep track of performance with our comprehensive document library.

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.

We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.