Building a More Resilient Emerging Markets Allocation
As global equity markets continue to grapple with a host of geopolitical and economic concerns, such as the war in Ukraine, elevated inflation, and fears about a potential recession, your clients may be clamoring with questions.
The Portfolio Managers of the JOHCM Emerging Markets Opportunities Fund (JOEMX) continue to stress to clients and prospective investors the following key elements.
- The JOHCM Emerging Markets Opportunities Fund was founded on the basis that “Investing in Emerging Markets equities goes right or wrong at the country level.”
- Investors should be looking to capitalize on the new leaders in emerging markets, which we believe are countries and sectors that stand to benefit from the economic shifts emanating from global matters.
- Some (not all) Emerging Markets are attractively positioned for growth. We feel that investors may be overlooking these strengths.
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This information is for financial advisor use only. Past performance is no guarantee of future results. There can be no guarantee that any strategy will be successful. All investing involves risk, including potential loss of principal.
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending any money. This and other important information about the Funds can be found in the Fund’s(s) prospectus or summary prospectus which can be obtained at www.johcm.com or by calling 866-260-9549 or 312-557-5913. Please read the prospectus or summary prospectus carefully before investing. The JOHCM Funds are advised by JOHCM (USA) Inc. and distributed through JOHCM Funds Distributors, LLC. The JOHCM Funds are not FDIC-insured, may lose value, and have no bank guarantee. Registered Representative with JOHCM Funds Distributors, LLC which is not affiliated with JOHCM (USA) Inc. or its affiliates.
The Fund invests in international and emerging markets. International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Such risks include new and rapidly changing political and economic structures, which may cause instability; underdeveloped securities markets; and higher likelihood of high levels of inflation, deflation or currency devaluations.