Emerging Markets Outlook – Glimmers of Light on the Horizon
There are some fundamental shifts underway that appear favourable for the EM complex and suggest that better days…
This is only the third review since Donald Trump ascended his golden throne, but it feels much longer than that. With the world’s indispensable economy an unwitting participant in a TV reality show, the task of trying to scribble anything sensible about what might happen has become an exercise in magical thinking.
Read more about Reflections & Insights – Q4 2025
Outlook |
There are some fundamental shifts underway that appear favourable for the EM complex and suggest that better days…

Outlook |
Patience is warranted for now, given that clouds are obscuring the vision of forward-looking financial markets…

Fund |
2020 has been such an unusual year that it is difficult to draw too many definitive conclusions at this stage.

Fund |
The structural case for investing in emerging markets remains clear to us.

GuardCap Global Equity Fund and the GuardCap Emerging Markets Equity Fund are the recipients of the highest Morningstar Sustainability Rating™…

Fund |
2018 was a reminder that what we are trying to achieve is not easy.

Fund |
2017 was the first full calendar year for the UCITS version of our emerging markets equity strategy.