J O Hambro: Emerging Markets Spotlight

As vaccination rates increase, it is possible to start considering what a post-Covid world might look like.
From an investing viewpoint, the big change, both in developed and emerging economies, is the change in fiscal and monetary policies.
One legacy of Covid in EM has been changes in either the direction or stability of politics in several different countries.

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A look at the benefits of deliberate, long-term multi-asset portfolio construction.

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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