Press coverage 10/22

Nov 9, 2023

The role of government bonds in an income portfolio

By David Thorpe One of the great questions of market history will always be: what would have happened post-financial crisis if central...

Nov 3, 2023

Has ESG Gone Off the Rails?

“When regulation starts to become coercive, then there is a problem,” an investment manager writes. By Sharon Bentley-Hamlyn From the...

Oct 30, 2023

How can UK retail investors get into India?

£4bn in assets under management in UK retail funds focused on India and the subcontinent Which famous index of 500 listed companies has...

Oct 24, 2023

The Boyar Value Group's Q2 2023 Client Letter

Summary The Boyar Value Group's mission is to search or value on behalf of our clients. In essence, we are trying to buy a dollar for...

Oct 19, 2023

Investment Managers Keep Faith in Emerging Markets

“Many EMs are well positioned to have economic growth acceleration in 2024 and beyond,” says one portfolio manager. “We invest in...

Oct 17, 2023

Aubrey Capital’s Emerging Market Investment Philosophy & Process

John Ewart, Fund Manager at Aubrey Capital Management, recently took part in a Q&A on Aubrey’s unique Emerging Markets investment...

Oct 15, 2023

Why are US government bond prices falling?

By David Thorpe Central banks may have anticipated that by the time they came to do QT government budget deficits would be falling and so...

Oct 9, 2023

Opportunity abounds as India gains entry to JP Morgan's bond index

'Significant foreign investor inflows’ It has been a year of meticulous productivity and many successes for India, the world's fifth...

Oct 5, 2023

‘Debt returns are in line with economic reality’ says Alberto Matellán

by Brandon Russell Fixed-income markets have captured the attention of investors and analysts in recent days, as sovereign debt yields...

Oct 3, 2023

Why India Is 40% Of Our Portfolio

Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...