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Fund Managers
Emerging-market portfolios safe from Egypt turmoil
By Jame DiBiasio | 7 February 2011
Emerging-market equity firms see investment opportunities in Egypt’s new political era, but disagree about the timing.
Fund Managers
Western investors 'don't yet believe' in EM equities
By Jame DiBiasio | 5 November 2010
Julian Mayo at Charlemagne Capital is sceptical that there will be a huge rush to emerging-market equities because too many investors still don't quite buy the story.
Views
Play Chinese commodity demand via Kazakhstan, says Charlemagne
By Joe Marsh | 14 June 2010
Kazakhstan, Russia and Turkey are very interesting markets, but the Balkans and Baltics won't offer opportunities any time soon, says Stefan Herz of Charlemagne Capital.
Views
No smoke without fire in Hungary, says Charlemagne Capital
By Joe Marsh | 10 June 2010
But the country's debt problems are certainly not as bad as those in Greece, says portfolio adviser Stefan Herz in the first of a two-part Q&A.
Views
Russia has more to offer than oil, says Charlemagne Capital
By Joe Marsh | 14 December 2009
The firm's co-chief investment officer, Julian Mayo, outlines the benefits of investing in Russia, Turkey and Eastern Europe.
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May 2012 Magazine
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