Emerging markets: why we like them, how we own them

Eight-and-a-half years of rising markets combined with the $15trillion (and counting!) splurge by  central banks hasn’t left many assets looking cheap. But we believe that Emerging Market (EM) equities, whilst not kicking around in the bargain basement, are by no means expensive. To us, along with Asian equities more generally, they rank amongst the best regional opportunities for value on a global basis. Read the full blog here.