Why We Focus On The Emerging Markets Consumer…
A thoughtful investor I know asked whether focusing solely on the consumer in our EM strategy “was still appropriate.” Given … Read more
A thoughtful investor I know asked whether focusing solely on the consumer in our EM strategy “was still appropriate.” Given … Read more
Rob Brewis published a piece a couple of weeks ago on the evolution of Emerging Markets (“EM”). Although EM indices … Read more
The heightening US-China rivalry is fuelling international investors’ interest in emerging markets, according to the CEO and founder of one … Read more
The Positive Impact Emerging Equity strategy has recently reached its third anniversary. To celebrate this key milestone and find out … Read more
Economists Predict A Recession In Developed Markets “The world’s advanced economies grew by 2.7% in 2022. The IMF project growth … Read more
How have spillovers from the recent bank failures impacted emerging markets [EMs]? What’s driving EM’s sharp slowdown in 2023 GDP … Read more
Insights from Rob Brewis, Investment Manager at Aubrey Capital Management, on his predictions for Emerging Markets in 2023. After a … Read more
The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time. Demand for … Read more
In the shadows of a silicon-dominated field, other photovoltaic (PV) technologies have been edging closer to the spotlight. Emerging PV … Read more
Emerging market investors are currently having a tough time significantly, as the international cost of living is rising, including higher … Read more