Emerging Markets Annual Letter 2023
2023 marks the seventh full calendar year for the UCITS version of our emerging markets equity strategy.
Video Update: GuardCap Global Equity – October 2023
In his latest review, Michael Hughes discusses how cyclical influences may dampen economic growth next year. In contrast, when markets have factored in a slightly difficult outlook (as they did over Q3), the Fund’s stocks have tended to outperform, as changes in the economic outlook do not greatly influence these companies’ earnings. He wraps it up with a quick overview of a recent study that suggests that artificial intelligence could raise annual global GDP by around 7%.
Video Update: GuardCap Global Equity – July 2023
For this quarter’s review, Michael Hughes, Client Portfolio Manager for the GuardCap Global Equity Strategy, takes a look at the trend of AI ‘mania’ in the market. …
Video Update:
GuardCap Global Equity –
March 2023
We’re pleased to present the latest insights from Michael Hughes, Client Portfolio Manager for the GuardCap Global Equity Strategy. …
Emerging Markets
Annual Letter 2022
2022 marks the sixth full calendar year for the UCITS version of our emerging markets equity strategy.
Emerging Markets
Annual Letter 2021
While 2020 was a year of huge change, as the world embraced digital technologies to overcome the physical constraints of the pandemic.
Morningstar Analyst Rating Raised to Gold
GuardCap Global Equity Fund (UCITS) raised from Silver to Gold…
Emerging Markets Annual Letter 2020
2020 has been such an unusual year that it is difficult to draw too many definitive conclusions at this stage.
Emerging Markets Annual Letter
The structural case for investing in emerging markets remains clear to us.
