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Make Japan Great Again (MJGA)
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Christoffer Enemaerke, Portfolio Manager for EM Equity, looks at management quality and long-term value creation.
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2022 was a disastrous year for bond markets. Then, 2023 produced a rollercoaster ride before finishing in positive territory. As we enter 2024, Marc Stacey explains why European corporates look attractive to investors.
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Our year kicked off with a trip to Beijing, Shenzhen and Hong Kong, and as always, we were fascinated by China’s evolution. Fifteen years ago, Beijing was under construction and far from being the vibrant capital it is today.
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In 2022, we wrote about emerging markets (“EM”) being a key piece in the climate puzzle.