Dedicated to Emerging Markets
Ashmore is a specialist Emerging Markets investment manager with over thirty years' experience in these markets. Today we continue to innovate, offering new strategies that provide an opportunity for investors to participate in Emerging Markets.
About us
Based in London, the business was founded in 1992 as part of the Australia and New Zealand Banking Group.
ESG
Ashmore has long recognised the importance of sustainability and the impact of its investments.
Our capabilities
In 2019, Ashmore Investment Advisors S.A., Sociedad Fiduciairia (AIAC), a subsidiary of Ashmore Group established in Colombia, was created to manage investments in the region. AIAC replicates similar efforts of the Group in countries such as Saudi Arabia, India and Indonesia, in which it has managed to combine local knowledge with the Group's global investment and analysis processes. With this combination, it has been possible to contribute to the development of the region, meeting the needs of local and global investors, as well as channeling its resources to the different Latin American issuers.
Latest Insights
The Emerging View
South Korea in focus
Korea runs a current account surplus yet the won sits at a 13-year low. We unpack the engineered offshoring behind it, why the policy is now reversing, and why we think the setup for Korean equities looks the strongest since 2007.
Weekly investor research
The semiconductor super cycle roars on
Iran-US backchannels continue as Tehran submits a new proposal, while semiconductor stocks extend a stretched rally. EM signals were mixed, with contained US inflation expectations, Hungary improving and Philippines downgraded.
Weekly investor research
Schrödinger’s Strait
Hormuz tensions drag on as Iran-US talks may resume. IMF meetings were broadly EM-positive on a weaker USD and firmer commodities, but Argentina, Brazil, Colombia and Türkiye all saw fresh policy or credibility strains.
Weekly investor research
Regime change in Hungary and positive election results in Peru
Markets focused on politics, energy and AI: Hungary and Peru point to more market-friendly outcomes, US pressure on Iranian oil raises risk, AI-led growth remains strong from the US to Korea, while Colombia was downgraded and Turkey’s outlook softened.
Video
WEBINAR: How are EM Frontier debt markets holding up?
Watch the replay of this insightful webinar where Gustavo Medeiros, Global Head of Research, and Alexis de Mones, Portfolio Manager for Emerging Markets Debt, discussed their views on the resilience of EM Frontier debt markets in the current environment.
Weekly investor research
Risk asset recovery on thin ice
Risk assets have rebounded since last Tuesday, but risks remain high as Trump’s Iran deadline looms. Strong US payrolls suggest the cyclical upswing remains intact, while several EM policymakers kept a cautious stance on rates, fuel and energy.