Our “Letters from” series of quarterly newsletters provide investors with a genuinely unique perspective on investment topics from various regions around the world. Our investment managers have a wealth of valuable insight from within the diverse markets they invest in. Through their “Letters”, investors can share their thought provoking and stimulating views on economic, market and corporate developments inside markets such as Japan, China, India and a selection of emerging markets.
Letter from Sri Lanka
Mention Sri Lanka and tea, cricket, sea and safari typically come to mind. These are the more positive perceptions of the country. But political turmoil, policy confusion, currency depreciation and a bond scandal remain some of the negatives that the nation has yet to shake off.
Letter from Korea
In many respects, South Korea is a highly developed economy. Its workforce is skilled and well-educated, life expectancy is an impressive 82 years, while internet speeds and smartphone ownership are the highest in the world.
Letter from Latin America
For such a rich and varied region, it is unsurprising that Latin America (LatAm) offers a plethora of interesting companies from across the corporate spectrum.