Emerging Markets Outlook – Head(wind)s or tail(wind)s?
After a strong start to the year, Emerging Market (EM) equities lost momentum and struggled to regain traction as stocks…
Insights
Reflections & Insights – Q3 2023
And still, we wait. The economy in the developed world is not yet responding to its monetary medicine…
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. …
Reflections & Insights – Q2 2023
It is a year since interest rates started to rise substantially around the developed world. It is hard to overstate the amount of ink spilt since trying to determine whether…
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 Outlook – No rest for the weary
The last 12 months have been extremely challenging for economies and financial markets, but perhaps nowhere was as impacted as…
Emerging Markets
Annual Letter 2022
2022 marks the sixth full calendar year for the UCITS version of our emerging markets equity strategy.
Reflections & Insights –
Q1 2023
At the end of 2021, it was all so obvious. Oh, for the beauty of hindsight. Going back a year, of course, none of this was obvious
Reflections & Insights –
Q4 2022
Markets fluctuate, Lisa. Who knows how much a quarter will be worth next week?
