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ABOUT
GOVERNANCE & MARKETS
- LGR
- CGR
- NGR
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- AGR
- SGGR
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- AUGR
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ASSET ALLOCATION
RESEARCH
CONTACT
BLOG
More

Use tab to navigate through the menu items.

HOME
ABOUT
GOVERNANCE & MARKETS
- LGR
- CGR
- NGR
- HGR
- AGR
- SGGR
- DGR
- AUGR
- DIGR
ASSET ALLOCATION
RESEARCH
CONTACT
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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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