Emerging & frontier market equities managers 2019

In summary

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Survey overview - Emerging and frontier market equities 2019

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Supporting documents

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IPE Survey - Emerging and frontier market equities 2019
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Topics

White papers
Three strategies for investing amid AI whiplash

2026-04-02T11:02:00Z

The debate over artificial intelligence has taken a sharp turn. Initial exuberance over AI’s transformative potential sparked investor fears of an AI bubble. But that concern has now been overshadowed by anxiety that the AI juggernaut will steamroll large segments of the global economy.
White papers
LNG Shock – but in a war, someone is always making money

2026-03-26T15:19:00Z

In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, examines the reported damage to Qatar’s Ras Laffan LNG terminal - a facility responsible for around 20% of global imported LNG - and the shockwaves it has sent through energy markets. He also highlights how rapidly expanding LNG capacity in the US and Canada positions North America to play an increasingly important role in supporting global supply in the years ahead.
White papers
Pure momentum

2026-03-25T10:03:00Z

Momentum trading strategies exploit return persistence, but conventional past-year cumulative-return measures generate a noisy signal that attenuates performance. We propose a pure momentum strategy that identifies trends directly from daily returns. Our method reduces volatility, tail risk, and transaction costs while enhancing profitability. Performance is primarily driven by long positions in winners, supporting theories postulating overconfidence. The bad news, instead, appears to be incorporated more slowly. In particular, we show that omitting the most recent month is unnecessary to identify winners.