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Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q4 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments
Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q2 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companiesEmerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.
Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?
Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.