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On China: Not a Typical Emerging Market Crisis
The market’s optimism of recent years seems to have ended. Yet China has all the building blocks of a powerful recovery when Covid lockdowns end.
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Is this a Bottom for China Stocks?
We believe China’s policy choices have broken its economy and equity market. This may be the start of changes needed.
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Why We Like Brazil
Brazil has been one of our favorite Emerging Markets from late 2020, since it has delivered strong USD total returns despite a significant negative return from the MSCI Emerging Markets Index.
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Expect the Unexpected
One of the main drivers of global financial markets in 2022 has been the strength of the US dollar (and the weakness of other global currencies), driven by tightening US financial conditions.
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Investing in Chile: Promising but Premature
Given our overweight positions in Mexico and Brazil, why do we not have a position in Chile, Latin America’s third-largest market?
Celebrating 10 Years
JOHCM Emerging Markets Opportunities (JOEMX)
Celebrating 10 Years
JOHCM Emerging Markets Opportunities (JOEMX)
Monthly Insights
Our Fund Management team is constantly alert to market drivers, changes, and trends, positive and negative surprises, and changing forecasts and surveys. They share their perspectives and insights here, through the regular Emerging Markets Spotlight.