Ashmore Investment Management Tag

CPD: Strong growth opportunities in Emerging Markets equities

The complexities exhibited by Emerging Markets create significant market inefficiencies and strong potential for meaningful alpha generation.

Emering Markets specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner, examines the benefits of exposure to emerging market equities and explores how these markets perform during US rate cycles in this CPD-accredited article.

Click here to read the article and complete the CPD quiz.

Ashmore: Live from the IC – Semiconductors

The semiconductor industry stands out to Emerging Market specialist Ashmore as a research priority due to the idiosyncratic nature of its many cycle drivers, as well as its role at the centre of a seemingly increasingly multi-polar world.READ MORE

Ashmore Emerging Markets Equity Fund 5 year anniversary

The past five years in Emerging Markets (EM) have been challenging, impacted by a series of global macroeconomic shocks that triggered elevated market volatility and gyrations in market leadership.READ MORE

EM equities: a year of positive inflection

In 2022, Emerging Markets (EM) equities sold off on heightened risk aversion associated with geopolitical risk, reactive Fed monetary tightening and the strict Zero Covid enforcement policy enacted by its largest economy and the stock market, China.READ MORE

Emerging markets – a positive long term outlook

At a recent lunch presentation, Ashmore portfolio manager Edward Evans talked about the exciting investment opportunities available in Emerging Markets for the astute, disciplined investor.

Emerging markets (EM) have changed over the years. Where once EM represented just one percent of the MSCI All Countries World Index, it now represents 12 percent. Where the investment universe spanned just 10 countries, it now encompasses more than 27.READ MORE

The Ashmore Advantage

PAN-Tribal recently had the pleasure of hosting Ashmore’s Edward Evans, Portfolio Manager of the Ashmore Emerging Markets Equity Fund. It was great to return to live events and to have the opportunity to introduce our newest product to advisers. We’d like to share some insights from those lunches with you.

Emerging markets (EM) have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their stocks volatile. This is good news because it creates significant market inefficiency and the potential for meaningful alpha generation. The important skill is being able to discern between the good companies – those that can sustain strongly positive returns – and the rest.READ MORE