Regional focus: Emerging Markets

EM equities: why invest in family-controlled firms?

by Nicholas Cowley

1 year ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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EM equities: where are the best opportunities?

by Nicholas Cowley

2 years ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities Team, discusses current market valuations and where the team are finding the best opportunities.
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Video: Latin America investing – the ‘risk’ business

by Nicholas Cowley

2 years ago
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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EM Equities: corporate culture and its performance implications

by Stephen Deane

2 years ago
When investing in emerging markets (EM) it is always wise to question who owns a company, why they own it and how they operate. In this video update Portfolio Manager Stephen Deane examines what constitutes a good corporate culture and why it is important for investors to understand the attitudes and values of the organisation.
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Emerging Market Equities: Understand what you own

by Glen Finegan

2 years ago

The Edinburgh-based Janus Henderson Emerging Market Equities Team believes it is imperative to understand non-financial as well as financial risks to the companies they invest in. Glen Finegan, Head of Emerging Market Equities, explains that, while not managing an environmental, social and governance (ESG) investment strategy, the team finds certain factors particularly important when assessing the sustainability of a company.

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Latin America: Opportunities in Chile and Brazil

by Nicholas Cowley

2 years ago
In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses his team’s risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
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China investment themes: consumer staples
In the third and final instalment of a series on key China investment themes, Charlie Awdry and May Ling Wee, China equity portfolio managers, discuss the opportunities in China’s consumer staples sector.
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Glen Finegan: how we approach emerging markets

by Glen Finegan

2 years ago
In this video update, Glen Finegan, Head of Emerging Market Equities, discusses his team’s disciplined, risk-aware approach that focuses on downside protection, while seeking exposure to the long-term demographic opportunities in certain emerging markets.
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