reports
- Sarah Godfrey
JP Morgan Emerging Markets | Long-established fund with focus on quali...
While it may not quite be the oldest of the emerging markets investment trusts (Fidelity Emerging Markets [formerly Genesis Emerging Markets] and Templeton Emerging Markets were both launched in 1989), JPMorgan Emerging Markets (JMG) does have the longest record of consistent management, with Austin Forey having run the portfolio on broadly the same lines for more than 30 years. J.P. Morgan Asset Management (JPMAM) has a wealth of analyst resources covering not just the well-known EM companies, ...
- Sarah Godfrey
Beyond Barriers - EM opportunities in an era of trade tensions
Emerging and frontier markets are home to more than 85% of the world's population and generate over 40% of global GDP, yet make up only a small fraction of investors' portfolios. Allocations to these less developed – and generally faster-growing – economies have suffered in the era of tech-centred US exceptionalism, yet some of the world's most dominant technology companies are based in emerging markets. While Donald Trump's ‘Liberation Day' tariffs have sparked negative headlines regarding expo...
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