Dec 23, 2020The Aubrey Outlook for Emerging Markets in 2021For much of the last decade Global Emerging Markets (“GEMs”) have underperformed those in the developed world, despite consistently...
Nov 2, 2020Thoughts on European Macro Q4I woke up one morning a fortnight ago with the word “Deflation” ringing in my ears wondering what that might mean for our portfolio? ...
Jul 9, 2020Like waiting for Godot??For much of the time between 2015 and 2019 many investors when considering their Emerging Markets exposure seemed intent on looking for...