17 June 2026
Orbis portfolio managers Alec Cutler and Mark Dunley-Owen set out why some of the most resilient opportunities today sit in places many investors have overlooked or avoided.
News & Research
Are investors underestimating the emerging markets reform story?
02 June 2026
Independent central banks, inflation-targeting regimes, stronger minority shareholder protections, and better-capitalised domestic banking systems have materially altered how several emerging economies absorb s…
Are investors navigating emerging markets with an outdated map?
27 May 2026
With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they…
Cheap, changing and under-owned: The case for emerging markets today
20 May 2026
From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most por…
The global equity funds with the highest correlations to value investing
20 May 2026
Trustnet scours the IA Global sector for the funds with the highest correlation to the MSCI AC World Value index.
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Cheap, changing and under-owned: The case for emerging markets today
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