Ashmore Group

Est. 1999
201-500 employees Investment Management

About Ashmore Group

Ashmore is one of the world's leading investment managers dedicated to Emerging Markets with a long history of outperforming the market. Ashmore focuses on a number of investment themes which include External Debt, Local Currency, Corporate Debt, Blended Debt, Equities and Alternatives.

We believe that there are many potential asset classes in emerging countries - as capital markets grow rapidly in emerging markets we wish to be a part of that growth, both enabling access to these markets by developed world pools of capital, but also and increasingly by emerging market pools of capital.

Ashmore listed as a public company in 2006, and have offices and activity in ten countries across both developed and emerging markets.

Bulls in control and Dollar downside asymmetry
  • 10 Aug 2026

Cleaner positioning and the strongest US earnings season since 2021 have handed the bulls control. The bear case rests on long-end rates, hyperscaler leverage and an energy shock. We weigh both, an...

Korea and Japan coordinated interventions with US Treasury as levered AI positions unwound
  • 03 Aug 2026

The US and Japan conduct their first joint yen intervention in 15 years, with Korea coordinating alongside the US Treasury. Kevin Warsh's Fed holds rates with three dissents for a hike, and levered...

The case for emerging market small cap equities
  • 31 Jul 2026

EM small caps are assumed to be the risky cousin of US small caps. The data says otherwise: nearly nine in ten are profitable, on half the forward multiple of the Russell 2000. We make the case for...

Oil relief welcome before Wednesday’s FOMC
  • 27 Jul 2026

After 13 consecutive nights of strikes, the US paused its attack on Iran over the weekend, welcome relief ahead of Wednesday's FOMC. Elsewhere, Samsung and SK Hynix signed USD 950bn of US supply de...

The arrival of Kimi K3 tests investors’ faith in Jevons’ Paradox
  • 20 Jul 2026

Chinese open-weight model Kimi K3 raises questions over AI lab monetisation, testing investors’ faith in Jevons’ Paradox. The Korean memory stock unwind extends, US CPI turns negative and the Bank...

Hormuz hostilities and a memory stock correction
  • 13 Jul 2026

US-Iran hostilities push oil back to nearly USD 80 and Korean memory stocks fall in a positioning unwind. SK Hynix’s ADRs debut on Nasdaq, China’s central bank adds to gold, and Ukraine secures EUR...

WEBINAR: EM Sovereign Debt: The yields are all-right
  • 07 Jul 2026

Watch the replay of this insightful webinar where Gustavo Medeiros (Global Head of Research) and Christian Schniewind (Portfolio Manager for Emerging Markets Debt) discuss their views on EM soverei...

Peak hawkishness
  • 06 Jul 2026

Oil at USD 70 a barrel and softer US payrolls may signal peak hawkishness. The semiconductor rally takes a breather, the World Bank upgrades Vietnam to upper-middle-income status, Brazil lifts its...

EM Sovereign Debt: The ultra-marathon runner goes on
  • 30 Jun 2026

Inflation has peaked, the capex supercycle rolls on, and EM fundamentals keep improving. We explain why EM sovereign debt, yielding close to 7%, remains one of the most attractively valued asset cl...