Insights | March 14, 2024
Korea’s Long-Awaited “Value-Up” Reforms
Mathieu Bortot, Portfolio Manager, examines whether the “Korean Discount” phenomenon of low company valuations and poor corporate governance can be overcome by newly imposed reforms in the country.
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Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies. Together, they covered: How emerging markets fits within a broader global allocation […]