JOHCM Global Emerging Markets Opportunities Strategy
Size
USD 3.08bn
Emerging Markets Equities
Emerging Markets Spotlight – June 2026
Article | 17 Jun 2026
South Korea’s semiconductor boom has fuelled record exports, yet the won remains weak. We examine why capital outflows matter and what this means for investors.
Emerging Markets Equities
Emerging Markets Spotlight – May 2026
Article | 14 May 2026
As the Hormuz disruption reshapes energy markets, investors are reassessing Asia’s growth outlook, policy responses and opportunities emerging from widening market divergence.
Emerging Markets Equities
At a Glance: Emerging Markets: positioning for an oil shock world
Article | 11 May 2026
Energy security and commodity scarcity are reshaping emerging markets, highlighting regional divergence, oil shock risks and portfolio positioning.
Emerging Markets Equities
Emerging Markets Spotlight – April 2026
Article | 17 Apr 2026
The Iran conflict’s global energy shock is widening divergence across emerging markets. Who stands to benefit, and who faces the greatest pressure?
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