KLS Funds

In August's Emerging Markets Chart of the Month, the Corinium team highlight the growing presence of domestic investors in India's stock market. Read our full analysis here: https://lnkd.in/ddhbgCaP Capital at risk.

We explore how today's market environment is creating compelling conditions for Event Driven hedge fund strategies in Asia. The KLS Athos Event Driven Fund has emerged as top performer within the Event Driven UCITS universe, ranking first in the Absolute Hedge Merger Event Index in 2023. Read more here: https://lnkd.in/dbw5txza Capital at risk. Matthew Moskey Fred Schulte-Hillen

July's Emerging Markets Chart of the Month takes a look at how stock markets have reacted to three notable election results over the past few weeks in Mexico, South Africa and India. Read our full analysis here: https://lnkd.in/dKup_7Qn Capital at risk.

Matthew Barrett, CAIA speaks to Chris Sloley in Citywire Selector about how a higher interest rate environment is creating a strong opportunity set for 'old school' hedge fund strategies, driving investor demand. Read the full interview here: https://lnkd.in/di9eEJFx Capital at risk.

Anjula Andersson shares her insights in Portfolio Adviser's June cover story on the outlook for boutique asset managers, explaining how boutiques can succeed and capture opportunities in the current market climate. Read the full article here: https://lnkd.in/dMJexsw9 Capital at risk.

June's Emerging Markets Chart of the Month explores the recent evolution in earnings estimates for China's biggest companies. Whilst sectors related to China's ongoing property and construction troubles have seen earning downgrades, earnings forecasts have been rising across the internet space. Read our full analysis here: https://lnkd.in/dCg3Cf4U Capital at risk.

Our Emerging Markets Chart of the Month for May highlights the surging price of copper. With ongoing production challenges and the green economy creating increased demand, rising prices look set to continue, meaning mining companies will be well positioned to benefit.    Read our detailed analysis here: https://lnkd.in/dpyWSYUM   Each month, we take one chart that illustrates an interesting idea in the EM universe and unpick what this means for markets.   Capital at risk.

In April’s Emerging Markets Chart of the Month, the Corinium team focus on the real estate boom in Dubai. Residential property prices have rebounded almost to their previous record level in 2014, buoyed by policy stimulus during Covid, the introduction of a more generous visa regime in 2022 and a rebound in investment demand.   Read our detailed analysis here: https://lnkd.in/dAgW3J37   Each month, we take one chart that illustrates an interesting idea in the EM universe and unpick what this means for markets.   Capital at risk.

Corinium Emerging Markets’ Ed Butchart writes in Funds Europe on how Poland represents a bright spot in today’s emerging markets landscape. With a new government in place, renewed relations with the EU unblocking an influx of funding, and some exciting equity stories, Poland looks set for a resurgence.    Read the full piece here: https://lnkd.in/dmVSh3a2   Capital at risk. 

Our Corinium Emerging Markets team highlight Polish bank Pekao in March’s Emerging Markets Chart of the Month. As Poland adjusts to new political leadership, unlocking withheld EU subsidies equivalent to 18% of GDP, and with Polish living standards continuing to converge with its European neighbours, Pekao looks set to benefit. Read our detailed analysis here: https://lnkd.in/dTUeJZ7e Each month, we take one chart that illustrates an interesting idea in the EM universe and unpick what this means for markets. Capital at risk.