Geopolitical risk ratchets higher for emerging markets
30 January 2026
Emerging markets may not be immune to the skewed risk surfaces created by geopolitics, but emerging market equities will still offer important opportunities says James Syme, Senior Fund Manager of the JOHCM Global Emerging Markets Opportunities Fund. As 2025 closed and 2026 begun, we saw geopolitical risk ratchet higher. Vladimir Putin’s Orthodox Christmas Day declaration...
