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 Awards
We are proud to be recognised in the industry and to be shown recognition for our performance and success.
Our capabilities
Ashmore is a specialist Emerging Markets investment manager with over thirty years’ experience in these markets. Ashmore focuses on a number of investment themes which include External Debt, Local Currency, Corporate Debt, Equities and Alternatives. This section is for information only and some of these investment themes may not be available through mutual funds in your country.
Latest Insights
Weekly investor research
Korea and Japan coordinated interventions with US Treasury as levered AI positions unwound
The US and Japan conduct their first joint yen intervention in 15 years, with Korea coordinating alongside the US Treasury. Kevin Warsh's Fed holds rates with three dissents for a hike, and levered AI positions unwind as hyperscaler earnings beat.
The Emerging View
The case for emerging market small cap equities
EM small caps are assumed to be the risky cousin of US small caps. The data says otherwise: nearly nine in ten are profitable, on half the forward multiple of the Russell 2000. We make the case for the asset class.
Weekly investor research
Oil relief welcome before Wednesday’s FOMC
After 13 consecutive nights of strikes, the US paused its attack on Iran over the weekend, welcome relief ahead of Wednesday's FOMC. Elsewhere, Samsung and SK Hynix signed USD 950bn of US supply deals and Bank Indonesia's governor resigned.
The Emerging View
EM Sovereign Debt: The ultra-marathon runner goes on
Inflation has peaked, the capex supercycle rolls on, and EM fundamentals keep improving. We explain why EM sovereign debt, yielding close to 7%, remains one of the most attractively valued asset classes today.
The Emerging View
The AI Supercycle and Bottlenecks: A Multi-year Tailwind for EM
As AI compute demand scales, the worry has shifted from overbuilding to scarcity. Can energy and chip supply keep pace, or will bottlenecks throttle the capex cycle? We map the constraints and their implications for emerging markets.
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.