Geopolitical impact on global markets
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
The US administration appears to be targeting export-oriented entities out of China.
Reviewing performance over the past six months
Had initially targeted £100m
Fourth manager to join
Country is an EM favourite
Expectant of emerging market contagion