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  1. Featured insight

Beyond the bounce: Quality investing in emerging markets

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.

  • 13 mins

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Latest insights

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FSSA GEM Focus strategy reaches 5-year anniversary

Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong.
  • Article
  • 10 mins

Five principles for investing in emerging markets

As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.
  • Article
  • 10 mins
India subcontinent insight

Quality at any price?

Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles.
  • Article
  • 5 mins
India subcontinent insight

Fear of missing out

That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 5 mins
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Asian Growth Update - May 2022

Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious.
  • Article
  • 12 mins