Emerging markets: where do we go from here?

Returning from a recent research trip to China, Ewan Thompson and Ruth Chambers highlight the key macro drivers and how these are informing the Neptune Emerging Markets Fund. They also discuss the stronger US dollar and its impact on the broader emerging markets, as well as their outlook for H218.

Watch the video here

About authors:

Ewan Thompson is Fund Manager of the Neptune Emerging Markets Fund and Ruth Chambers is Fund Manager of the Neptune China Fund


Investment risks

This Fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. Please remember that forecasts are not a reliable indicator of future performance. The content of this document is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.

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