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EM VERSUS DM REVISITED; THE IMPACT OF ‘REVERSE CONVERGENCE’
So, to be clear at the outset I don't believe that there is any reason for EM equities to be treated as a discreet asset class other than...
John Paul Smith
Oct 21, 20246 min read
Emerging Markets; the Myth that Failed
Why has the emerging market myth been so puzzlingly persistent? Many investors and commentators continue to recommend exposure to...
John Paul Smith
Sep 10, 20245 min read
GLOBAL EQUITY MARKET OUTLOOK; A LOST DECADE IN PROSPECT
This is the summary from the JPS Strategy initiation published on 5th January 2021 and picked up by John Authers in his brilliant...
John Paul Smith
Jan 10, 20222 min read
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