A Case for Emerging Small Cap

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The staggering growth of emerging market economies has led to a new dynamic in global consumerism. Increasing wealth and modernization across these markets is creating a new global middle class, which will likely become tomorrow’s most important consumer base. Favorable long-term demographics, low product- penetration levels, and greater purchasing power all point to current and […]

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Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

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Emerging markets local currency-denominated debt is a relatively large and liquid asset class that represents some of the most creditworthy emerging market sovereigns, offers two distinct sources of return (currency and local bond yields), and provides the potential to generate equity-like returns without taking on direct equity risk. We expect the sizeable growth differentials between […]

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Dollar Cost Averaging: Myth or Viable Strategy

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Dollar cost averaging (DCA) is an investment strategy where fixed amounts are invested into the market at set intervals as opposed to making a one-off initial lump sum investment. The idea behind the strategy is that, by drip feeding regular amounts into an investment, an investor buys in at various unit prices and that over […]

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