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.
60% probability of FOMC cutting 50bp now priced. More weak demand data from China. Javier Milei exercised veto power of a fiscal expansion policy in Argentina. Sri Lanka election outcome meaningful...
Soft US economic data set the tone for asset prices. Oil prices hit yearly lows and kept plunging. Frontier stocks continue to outperform, illustrating their diversification benefits. Chinese monet...
Dhiren Shah (Lead Portfolio Manager of the Ashmore EM Equity Fund) and Gustavo Medeiros (Ashmore’s Global Head of Research) discuss Fed rate cuts & EM Equities.
Upwards GDP revisions in US lead markets to reprice ‘bullish scenario’ of rate cuts and soft-landing. Strikes in Israel after nationwide protests against Netanyahu’s handling of hostage negotiation...
Jackson Hole pivot from Powell leaves 50bps September cut on the table. Brent crude rises back above USD80 on heightened geopolitical risk and Libyan supply constraints. China and Indonesia hold...
Very strong week for global equities, spurred by benign US retail sales and jobs data. MSCI ACWI is now just 1.7% away from July record high. Jokowi’s last budget kept an austere framework in Indon...
Warren Buffett’s mantra of “being greedy when others are fearful” has delivered good returns for faithful investors over the long term. Our analysis shows that asset allocators who buy Emerging Mar...
Markets retraced losses after a very reactive VIX spike and risk sell-off last Monday...
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