Insights: 2023

Six years! The PAN-Tribal Global Equity Fund does it again

Six years! The PAN-Tribal Global Equity Fund does it again

We’re delighted to announce that the PAN-Tribal Global Equity Fund has again maintained its Highly Recommended rating from Zenith Investment Partners (Zenith)…for the sixth year

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Rethinking TINA: The Emerging Eight

Rethinking TINA: The Emerging Eight

The role of the human psychological cycle in driving stock and bond prices is well understood and pre-dates behavioural economics. There are elements that suggest we

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It’s GOLD for ATLAS Infrastructure!

It’s GOLD for ATLAS Infrastructure!

ATLAS Infrastructure has received a Gold Medal rating from Morningstar as part of its review of the infrastructure sector.

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Ashmore: Live From The IC – Vietnam

Ashmore: Live From The IC – Vietnam

Vietnam is often regarded as a ‘poster child’ for developing nations, offering a wealth of investment potential. This is with good reason, given several structural

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Ashmore: Live from the IC – Semiconductors

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

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Morningstar award for Atlas Infrastructure

Morningstar award for Atlas Infrastructure

Congratulations to the team at ATLAS Infrastructure on receiving the 2023 Morningstar Australia Award for the Real Assets category.

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Ashmore Emerging Markets Equity Fund 5 year anniversary

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

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Barwon Retains Zenith ‘Recommended’ Rating

Barwon Retains Zenith ‘Recommended’ Rating

We’re pleased to announce that Zenith has retained its ‘Recommended’ rating for the Barwon Global Listed Private Equity Fund AF in its latest review of the

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EM equities: a year of positive inflection

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

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