Northcape Capital

Expert Analysis

Assessing climate risks for emerging markets

In light of the recent COP26, Patrick Russel examines the sensitivities of climate change, in terms of risks and opportunities for the emerging market equity asset class....

Funds management

EMs buoyed by commodity prices and global reflation hopes

The US dollar weakened last week, encouraging investors to turn to emerging markets and creating the largest inflows since 2018. ...

Funds management

EMs to outperform 2021: Fund managers

Half of global fund managers believe emerging markets will outperform in 2021 as the sector has picked up tailwinds for expectations that next year will see more travel d...

Expert Analysis

The long-term implications of COVID-19 for emerging markets

The consequences of COVID-19 could have long-term effects on emerging markets, writes Patrick Russel....

Funds management

One EM fund makes a return

Only one emerging market fund for the past decade has viewed pandemics as a systemic risk and was positioned well before COVID-19 hit which has allowed it to actually mak...

Funds management

Which three EM funds made a return?

Only three emerging market funds have reported returns over the year to 30 April, 2020, according to data, and none have reported gains year to date....

Funds management

Northcape Capital and Warakirri AM team up

Northcape Capital and Warakirri Asset Management have entered into a strategic partnership that will see Northcape become the underlying investment manager for a number o...