Emerging Markets Insights – India in Focus
2 minutes read time One market our Emerging Market team are often asked about is India which they feel is overvalued, read how they utilise their cost of capital process to find value in other markets.
Press Release: Pacific Asset Management launches EM income fund
2 minutes read time Managed by Matthew Linsey, Kamil Dimmich and Robert Holmes.
Emerging Markets Insights – China, ESG & the Inflation Debate
4 minutes read time EM Insights – China, ESG and the Inflation Debate Inflation: 2021’s Bogeyman? If Covid19 was the market’s bogeyman of 2020, it seems that in 2021 Inflation has taken its place. While most observers dismiss a pick-up as transitory, we believe there may also be structural changes in the works. The first few months of this […]
Emerging Markets Insights – Monthly Review – April 2021
4 minutes read time Monthly Strategy Overview During March the Pacific North of South EM All Cap Strategy outperformed the MSCI Emerging Market Total Return index by 4.5%. Our strategy continued to benefit from rotation out of expensive growth stocks and a renewed interest in value. While part of a global trend, this rotation has not yet been as […]
Pacific Emerging Markets Live Webinar | Video Replay
< 1 minute read time Amidst a backdrop of continuing Covid-19 fallout, a long-awaited rotation into Value finally prevailed in late 2020. Listen to the team discuss the global Fiscal Response to Coronavirus and explain how Emerging Market regions and individual stocks are strongly positioned compared to those of developed markets. The team provides an analysis of their outperformance in […]
PAM becomes a partner in emerging markets equities manager North of South Capital
< 1 minute read time Sir John Beckwith’s global diversified investment group Pacific Investments has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. AS REPORTED IN: Investment Week; Citywire; Reuters News; Financial News; The Hedge Fund Journal; Funds Europe; Investment Europe; International Adviser; Pensions and Investment; New York Times; Daily Mail; Business Insider North of […]
