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“The election of Donald Trump certainly has led to an increase in uncertainty and volatility in many markets, particularly in EM currencies,” he says.
“But we as long-term investors prefer to look at secular growth drivers such as demographics and urbanisation. In the long term we find it hard to believe that Trump will derail these things,” he adds.
“We have instead taken the opportunity to add to our holdings in Mexico and India.”
The Fiera Capital CEO, EMEA discusses organic growth, private markets and investing in natural capital
Michael Nelson reports on ‘a crucial step to holding companies accountable for their negative impacts’
Focus on greenhouse gas reduction, sustainable consumer, pollution control, circular economy and enabling technology
The most-funded start-up areas in Europe over Q1 2024 were energy, health and fintech
There were 352 votes in favour, with 250 against and 21 abstentions
Supporting SMEs and small mid-caps in the agricultural and food sectors
