Compared to more established economies, the value of investments in emerging markets may be subject to greater volatility owing to differences in generally accepted accounting principles, economic or political instability, or less developed market practices.
Change brings opportunities for long-term sustainable growth
The emerging world is a growth opportunity that is hard to ignore, especially when one considers its rich potential growth profile:
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Emerging-market economies account for more than 40% of global GDP1 … -
…and some 75% of global growth in output and consumption.2 -
In Asia alone, the middle class is expected to grow from 2 billion to 3.5 billion over the next 10 years, according to the World Economic Forum.3
Explore Newton’s Global Emerging Market strategies
Global Emerging Markets Equity
A high-conviction strategy seeking to capture the growth premium associated with emerging markets.
Sustainable Global Emerging Markets
An actively managed strategy investing in emerging-market companies that demonstrate attractive investment attributes and that are seeking to manage social and environmental factors well to generate sustainable returns.
Contact us
Keen to speak to our investment specialist about Newton’s emerging-market strategies?
Three reasons to invest in the Newton Sustainable Global Emerging Markets strategy
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This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
We believe that an active and highly selective approach, which puts sustainability considerations at the heart of the investment process, is the best way to unearth exciting long-term growth opportunities in this area. -
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Emphasis on quality and governance
Our strategy aims to capture long-term value creation, and seeks to invest in compounders – companies that generate real value from their growth and reinvest it for the benefit of all shareholders. -
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Consistent, repeatable approach
The strategy follows a highly committed, active and repeatable process, which aims to deliver strong cumulative returns that are driven by a high-conviction, benchmark-agnostic approach. While the team does not exclude whole countries from the investment universe, it may decide that the investment case for one specific economy is not as robust as for other countries. -
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Experience and track record
Newton has over 20 years’ experience in investing in emerging markets. Investors can benefit from the broad expertise of Newton’s emerging and Asian equity team and the proprietary research produced by Newton’s team of global sector and responsible investment analysts.
Meet the team
Ian Smith, Paul Birchenough and Alex Khosla are emerging-market equity specialists. They form part of the global opportunities team, which consists of nine investment professionals, with an average of 17 years’ investment experience.*
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Ian Smith
Portfolio manager, global opportunities -
Paul Birchenough
Portfolio manager, global opportunities -
Alex Khosla
Portfolio manager, global opportunities
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
1 https://www.yardeni.com/pub/mscipe.pdf 23 March, 2021
2 https://www.yardeni.com/pub/mscipe.pdf 23 March, 2021
3 https://www.weforum.org/agenda/2020/07/the-rise-of-the-asian-middle-class 13 July, 2020
* Source: Newton group of companies, 1 April 2022. From 1 September 2021, Newton group of companies includes Newton Investment Management Limited (NIM) and Newton Investment Management North America (NIMNA). Years’ investment experience are team average numbers as at 7 February 2022, with years at firm relating to tenure at Newton and/or Mellon Investments Corporation.