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.
Make space for the next generation
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
China’s equity market has surged since the beginning of 2024, closing the long-standing performance gap with the broader EM index. Why is this and can it continue?
In his latest piece, Nick Smithie, Head of Thematic Research, Redwheel Emerging and Frontier Markets, considers the reasons India has attracted investor interest in recent years and examines current valuations and what these might mean for investors looking at the region.
The Redwheel Emerging and Frontier Markets team give their outlook for 2025.
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 effort and is a member of the investment committee for the Redwheel Emerging and Frontier Markets team.
Cem leads macro research and is a member of the investment committee for the Emerging and Frontier Markets team at Redwheel.
Thomas is portfolio manager for the Redwheel Emerging Markets and International Equity strategies.
Ferdinand serves as an analyst covering the Latin America region for the Redwheel Emerging and Frontier Markets team.
Christopher joined Redwheel in September 2017 as an analyst covering Latin America for the Redwheel Emerging & Frontier Markets strategies.
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 an investment writer in 2020, and now serves as an analyst covering Consumer Staples and Real Estate in Developed Markets.
Jaimin leads our bottom up research efforts, serves as an analyst covering Asia and a member of the investment committee for the Redwheel Emerging and Frontier Markets team.
Christopher serves as an analyst covering EM Asia, ex-China for the Redwheel Emerging and Frontier Markets strategies.
Alan leads our quantitative research effort and is a member of the investment committee.
Luke joined Redwheel in January 2022 as an Analyst covering China for the Emerging and Frontier Markets strategies.
Tianyu Xiang joined Redwheel in February 2022 as analyst in the Emerging and Frontier Markets Team. He has 8 years’ experience in fundamental research and equity analysis.
Kaori joined Redwheel in 2022 as an analyst covering Japan. She also serves as a member of the investment committee for the Redwheel Emerging and Frontier Markets team.
Nick joined Redwheel as a Head of Thematic Research and is a member of the investment committee for the Redwheel Emerging and Frontier Markets team.
Archana has 19 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 assisting with equity research.26
Joseph joined Redwheel in 2022 as an analyst covering international equities.
Ting is portfolio manager for the Redwheel Sustainable Emerging Markets Equity strategy, as well as an analyst in the Redwheel Emerging and Frontier Markets team and a member of investment committee.
