Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
Relations between China and the US remain strained
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
Five investment trust managers share their outlooks and opportunity sets
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors
Investors often view frontier markets as very risky but there is a case for strategically overweighting them in an EM debt portfolio
Blackrock is now the sole asset manager to offer an investment trust focused on frontier markets
Fundsmith Emerging Equities Trust lost investors 7% compared with benchmark gains of 14% in 2019
Targets growth in smaller emerging and frontier markets
Frontier equities have posted mediocre returns and fund selectors are reducing their allocations – but a few retain faith
Fund-of-funds portfolio delivers ‘very disappointing’ performance as it shifts to direct equities
Despite her best moves, prime minister’s visit fails to renew interest in the 54-country continent