Alex Duffy

Year in review: Global emerging markets

The last 12 months have been some of the most volatile to date, and although this has been a tricky period to navigate, this volatility has offered stock-picking opportunities for emerging market investors. Alex Duffy recaps a year like no other, as well and his outlook in his 'Year in review'.

13 July 2020 | Alex Duffy
Global emerging markets: Q1 Update

Global emerging markets: Q1 Update

In Q1 2020, emerging market equities recorded its worst quarter since global financial crisis. Global markets sold-off on the initial outbreak of coronavirus in China. As the virus spread beyond China to a multitude of countries stock markets throughout the world descended into a steep decline.

08 April 2020 | Alex Duffy
Emerging markets update

Emerging markets update

 Alex Duffy provides an update on emerging markets and what changes he's making to position his own portfolio to manage risk today and also to create longer-term value for investors.

01 April 2020 | Alex Duffy
The stock I'm most excited about

The stock I'm most excited about

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Emerging markets PM Alex Duffy shares the stock he's currently most excited about.

30 March 2020 | Alex Duffy
Never let a good crisis go to waste

Never let a good crisis go to waste

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response...especially when it comes to emerging markets.

24 March 2020 | Alex Duffy
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