Insights

CPD: Emerging Markets equity – powering the AI revolution

CPD: Emerging Markets equity – powering the AI revolution

As Artificial Intelligence evolves, it has the potential to be transformational for Emerging Markets (EM) through the advancement of economic development, by disrupting industries and,

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CPD: Comparing the role of Emerging Market equities with World Small Cap equities

CPD: Comparing the role of Emerging Market equities with World Small Cap equities

Emerging Markets present an enticing proposition for global asset allocators, boasting a blend of growth potential and diversification advantages. EM specialist Ashmore Investment Management examines

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CPD: Strong growth opportunities in Emerging Markets equities

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

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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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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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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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Emerging markets – a positive long term outlook

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.

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The Ashmore Advantage

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

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Private Equity and the Allocation Gap

Private Equity and the Allocation Gap

Private equity investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE

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How the chase for yield is benefitting alternative asset managers in a big way

How the chase for yield is benefitting alternative asset managers in a big way

In a recent article, the Barwon Global Listed Private Equity team have discussed what has triggered the growth in alternative asset managers (AAMs) and why they are

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Net Zero Investing – Infrastructure Investing for a Sustainable Future

Net Zero Investing – Infrastructure Investing for a Sustainable Future

ATLAS Infrastructure have written a thought piece on how the transition to a Net Zero economy will require a dramatic increase in infrastructure investment, and

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