Featured insight Evaluating management teams in emerging markets 29 March, 2023 4 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Evaluating management teams in emerging markets 29 March, 2023 Article 4 mins FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins Previous page 1 2 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Evaluating management teams in emerging markets 29 March, 2023 Article 4 mins FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins Previous page 1 2 Next page
FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins
Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins
Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins
FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins
Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins
How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins
Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins
Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins
Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins
End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins
Client update: A fast thaw after a long winter China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors. 01 March, 2023 Article 8 mins
China equities: Keeping a long-term view In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins
