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As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.

As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.

A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.

A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.

In this latest video, James Syme discusses the challenges facing some countries and the brighter prospects for others amid a strengthening US dollar and tough trade talk.

In this latest video, James Syme discusses the challenges facing some countries and the brighter prospects for others amid a strengthening US dollar and tough trade talk.

Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.

Samir Mehta lifts the lid on Nestle India’s challenges with its iconic Maggi brand – and his own challenges with lofty valuations.

Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.

Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.

Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.

Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.

President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.

President Xi Jinping’s crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.

Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.

Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.

It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.

It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.

EM currencies have generally been weak against the US dollar so far this year, but analysis of EM current accounts and reliance on imported oil shows some distinct patterns.

EM currencies have generally been weak against the US dollar so far this year, but analysis of EM current accounts and reliance on imported oil shows some distinct patterns.