With volatility a strong theme of markets and economies over 2022, some investors have de-risked their portfolios and lost their stomach for riskier emerging markets investments but Alex Khosla, emerging markets and Asia equities portfolio manager at sustainable investment manager Newton Investment Management, argues emerging markets still offer value if you know how to find it.
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AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners. Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of
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