1. Featured insight

Asian Growth Update - June 2023

Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing.

  • 10 mins

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Latest insights

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
  • 6 mins

Thinking about risk in Emerging Markets

Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Article
  • 10 mins

Global Emerging Markets Equities Focus - March 2022

In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.
  • Article
  • 10 mins