Emerging & Frontier Markets
Emerging and frontier markets represent the fastest growing economies in the world. We believe the continued growth of these markets presents compelling opportunities across a range of industries. Our index agnostic, opportunistic approach has been honed for more than two decades, and the depth of experience garnered within our team allows us to participate in attractive growth opportunities that are off the beaten track for most investors.
Primary analysis
Its high yield conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas. Individually, these ideas may represent high risk but, in combination, they deliver the potential for diversified growth.
High conviction approach
The team’s extensive experience covers a wide variety of market conditions, often as pioneer investors in markets that are not yet part of mainstream indices. Its high conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas that combine to deliver attractive growth potential with diversified risk.
Latest insights
The Redwheel Emerging, Frontier and International Markets team explores how oil shocks, weak exports and a lack of tech leadership have weighed on the bloc over the past decade. They argue that these same factors have also left valuations looking increasingly attractive ahead of a potential improvement in both trade conditions and oil prices, while index reclassifications in Vietnam and Indonesia could act as catalysts for renewed foreign inflows.
The Redwheel Emerging and Frontier Markets team explores what is driving this quiet bull market – from reform momentum and rerating potential to deeper structural supports – and asks how durable it might be.
Discover how Redwheel’s Emerging and Frontier Markets team has taken a cornerstone stake in the newly listed Uzbekistan National Investment Fund, drawing on years of local research and indirect exposure.
Awards and recognition
Winner: Asset Manager Investment Team of the Year
Winner 2021: Global Emerging Markets
James Johnstone ranked #1 Manager – Citywire Euro Stars 2023
Meet the team
A large team of investment professionals, some of whom have worked together for over two decades, prioritising face-to-face research to inform idea generation. This provides on-the-ground knowledge and an ability to seek out a wide range of opportunities across the emerging and frontier markets spectrum.
James is Co-Head of the Redwheel Emerging & Frontier Markets Team and the portfolio manager for the Redwheel Frontier and Next Generation Emerging Markets Strategies.
John is Co-Head of the Redwheel Emerging & Frontier Markets Team and the portfolio manager of the Redwheel Emerging Markets strategy.
Victor serves as portfolio manager for Redwheel Sustainable Emerging Markets Equity Strategy and team’s Frontier and Next Generation Emerging Markets Strategies.
Colin leads our China research. He has 21 years of experience in investment and financial analysis.
Cem leads macro research for the Emerging and Frontier Markets team at Redwheel.
Thomas is portfolio manager for the Redwheel Emerging Markets and International Equity strategies.
Christopher joined Redwheel in September 2017 as an analyst covering the Andean region within Latin America.
Shivesh joined the Redwheel Emerging and Frontier Markets team in November 2017 as an analyst covering African and Middle East regions.
Felipe joined Redwheel in September 2020 as macroeconomist for the Redwheel Emerging and Frontier Markets strategies.
Jessica serves as an analyst covering Asia for the Redwheel Emerging and Frontier Markets strategies.
Anel joined Redwheel Emerging and Frontier Markets team in August 2021 as an analyst supporting ESG research and projects implementation.
Matthew joined the Redwheel Emerging and Frontier Markets team as a junior analyst in 2020, and now serves as an analyst covering Consumer Staples and Real Estate globally.
Jaimin leads our bottom up research efforts and serves as an analyst covering Asia for the Redwheel Emerging and Frontier Markets team.
Tianyu Xiang joined Redwheel in February 2022 as analyst in the Emerging and Frontier Markets Team.
Nick joined Redwheel as a Head of Thematic Research and has 32 years of experience in research and analysis in emerging and international markets.
Archana has 20 years of industry experience, in Redwheel she serves as portfolio manager for Redwheel Sustainable Emerging Markets Equity Strategy.
Yanyan joined Redwheel in September 2022 as an analyst in the Emerging and Frontier Markets Team covering China Equity.
Michael joined the Redwheel Emerging and Frontier Markets team in September 2022 as a junior analyst.
Joseph joined Redwheel in 2022 as an analyst covering international equities.
Ramsy joined the Redwheel Emerging and Frontier Markets team as an investment writer in June 2025.
Katie joined Redwheel at the end of May 2024 managing the Miami office and transitioned to an admin assistant for the Emerging and Frontier Markets Team supporting ESG research/projects.
