Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
Portfolio manager Mathieu Bortot on his path to a career in investment and the importance of learning to trust your own convictions
Relations between China and the US remain strained
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
Five investment trust managers share their outlooks and opportunity sets
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors
Investors often view frontier markets as very risky but there is a case for strategically overweighting them in an EM debt portfolio
Blackrock is now the sole asset manager to offer an investment trust focused on frontier markets
Fundsmith Emerging Equities Trust lost investors 7% compared with benchmark gains of 14% in 2019
Targets growth in smaller emerging and frontier markets