Guinness Emerging Markets Equity Income

Quality in Emerging Markets: Brasil Bolsa Balcão

What does genuine quality look like in emerging markets? B3, Brazil's sole stock exchange, clearinghouse and depository, whose position is embedded in the country's entire financial system, presents a compelling case.

Why invest in emerging markets

Emerging markets, while a diverse and hard-to-define set of markets, offer investors exposure to some of the world's fastest-growing economies and, in our view, deserve a spot in any equity portfolio. In this introductory insight into the emerging markets, we discuss what defines and characterises this region.

Demographic changes are driving investment opportunities in emerging markets

Structural demographic changes, namely rising incomes and growing working populations, have laid the groundwork for long-term opportunities across the emerging markets. Businesses are positioning themselves to meet the needs of an increasingly affluent population, as the middle class is expanding to encompass not just 'the west', but 'the rest'. In this insight, we explore how these trends are unfolding and where investors may find the beneficiaries of this transformation.

Growth in intra-emerging markets trade

Trade between emerging market economies is an increasingly important driver of global growth, deepening links and reshaping supply chains. How is the rise of intra-EM trade creating new opportunities for investors?

Why do emerging markets represent a compelling opportunity now?

US trade policy and dollar weakness have prompted investors to reassess where to allocate their capital. Emerging markets offer a compelling investment case benefiting from easing inflation, favourable policy settings, and attractive valuations. Central to this investment case is China, which is supported by growing technological self-sufficiency, strong export influence, and structural state-led investment.

China's long term future

China's decade-long investment in strategic industries is beginning to reshape the global economic landscape and strengthen the country's self-sufficiency, while the Belt and Road Initiative (BRI) has helped embed China more deeply in emerging markets by developing infrastructure, trade routes, and long-term export destinations. For investors, this shift is creating a broader universe of high-quality Chinese companies and new opportunities across the country.

How do we invest in emerging markets?

One way investors can access the growth potential of emerging markets while mitigating risk is through the Guinness Emerging Markets Equity Income Fund. The Fund maintains a disciplined framework built on four pillars: quality, value, dividend growth, and conviction. This approach means the Fund can offer investors both a core emerging markets allocation and a diversifying source of investment income.

TSMC: The world's leading innovators in semiconductor technology

For decades, TSMC has used deep client connections, cross-sector expertise, and its technical leadership in chip architecture to dominate the semiconductor fabrication industry. In this insight, we will examine how TSMC has created its unique market position and how the company is poised to face growing competition and shifting technological demands.

The US' interference in Venezuela affects other emerging markets

The US has captured Venezuelan President Nicolás Maduro in an audacious military operation, raising questions about America’s strategy for regional control, its economic costs, and the implications for emerging markets. The move appears aimed as much at curbing China’s influence in Latin America and securing strategic energy interests as at regime change itself. Beyond the region, this move from Washington also prompts a wider question: does this assertiveness set any kind of precedent for how Beijing might calculate risks in forwarding on its territorial ambitions in countries such as Taiwan?

How Apple explains China's trade strategy

We explore what Apple's experience tells us about the strategy's chances of long-term success, and what it means for investors.

Chinese stocks: how the trade war affects the present and future

China’s new stimulus measures are positive for investors deterred by trade tensions

What does the trade war mean for emerging market equities?

The ongoing US-China trade tensions continue to pose risks for emerging markets. China’s growing expertise in advanced manufacturing will be an important factor in the long-term outcome.