Insights

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.

US equity markets rallied meaningfully in May as investors appeared to conclude that peak tariff rates and peak fear may be in the rearview mirror.

In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.

Dominic Bokor-Ingram Senior Portfolio Manager for Emerging and Frontier Markets, discusses how Vietnam’s ambitious domestic reforms are set to offset global trade uncertainty and support sustained long-term growth.

Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.

In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.

US equity market returns generally turned negative for the first quarter of 2025 with the S&P 500 falling -4.30%. However, there was a huge divergence in performance by style.

Read our latest insights on how global multi-sector fixed income strategies can create diverse potential opportunities for investors.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

The Atlas Global Companies team reflect on the changing market landscapes, performance highs and economic challenges and how those experiences shape the team's confidence in the road ahead since Strategy launch.

In the debut edition of our Atlas Quarterly Update series, Sachin Sharma, Capability Specialist and Simon Steele, Lead Portfolio Manager of the Fiera Atlas Global Companies Strategy share valuable insights from the last quarter.