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
Weekly investor research
US CPI up next for bonds, while stocks pivot to Q3 earnings
Core CPI should stay benign even as the headline rises, while Q3 earnings must justify a market concentrated in AI. Plus: Trump’s energy ceasefire, Bolsonaro’s poll lead, Malaysia’s budget and Ghana’s upgrade.
The Emerging View
Emerging market resilience tested by energy shock and Fed hikes
The Fed is tightening into an energy shock, a combination that has triggered EM crises before. This time the reaction has been muted. We explain why, and the four questions that will shape the outlook from here.
Weekly investor research
Brazil’s swing to the right boosts EM prospects
Flávio Bolsonaro’s first-round lead makes a political transition likely, and his team’s fiscal plan could open a path back to investment grade. We also look at France, where 10-year yields hit their highest since the GFC.
Market Commentary
Emerging market local currency bonds: The opportunity from here
Emerging market local currency (EM LC) bonds have been among the best-performing fixed income asset classes over the past three years, but remain under-owned and often misunderstood.
Weekly investor research
Global equities' earnings growth is still outrunning macro headwinds
US 10-yr yields and oil are still climbing in lockstep and compressing valuations, yet earnings momentum keeps equities higher. Plus: the US–China tariff list, Nigeria’s surprise 350bps cut and Qatar’s return to bond markets.
Weekly investor research
Kevin Warsh the hawk
Oil eased as Hormuz flows recovered, but escalation risks stay high ahead of Trump and Xi’s Washington meeting. Plus: the BoJ hikes while the BoE holds, memory chips set to overtake non-memory, Brazil’s polls diverge and Fitch affirms Morocco.