Frontier investor sees US change of power as catalyst for EM upswing
US power shift can change US international trade policy due to decreased protectionism stance. Leading to weakening dollar, this can eventually boost interest in emerging market equities, say portfolio managers at Evli Emerging Frontier fund.
When the Covid-19 pandemic hit, impact investment boutique Blueorchard designed a fund supporting entrepreneurs in developing markets battered by the virus. AMWatch quizzes the firm's impact chief about the Covid-19 fund and the growing impact rivalry among managers.