Alex Duffy

Two key areas of opportunity in EM

Portfolio manager Alex Duffy believes that periods of volatility separate the bad business models from the good and highlights two key areas he's currently seeing good opportunities in emerging markets.

13 November 2018 | Alex Duffy
The $4.1 trillion dollar question

The $4.1 trillion dollar question

“Specifically, when I look at China, I’m far less worried about the impact of a tariff on $400B or $500B worth of goods. Tariffs of 15-20% on $400 billion isn’t a huge delta in terms of the overall trade balance. When it is far more relevant, is what it means for the currency.”1

07 November 2018 | Alex Duffy
Winners and losers from rising interest rates

Winners and losers from rising interest rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.

18 October 2018 | Alex Duffy
Our investment expert views: Emerging markets

Our investment expert views: Emerging markets

The challenge for investors with emerging markets is that whilst the structural opportunities are widely understood there is also a cyclical overlay to the asset class which can lead to substantial equity market volatility. 

13 July 2018 | Alex Duffy
Opportunities abound: technology adoption in China being one of them

Opportunities abound: technology adoption in China being one of them

Chinese companies now have a genuine opportunity to turn technological leadership into actual product and revenue leadership far beyond their domestic shores. 

11 July 2018 | Alex Duffy
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