Name: Aubrey Byte: A tale of two giants – India and China
Start: 2021-11-04T14:00:00Z
End: 2021-11-04T14:00:11.000Z
Location: BrightTALK
Rating: 5

The most important decision investors make this year on their EM allocations will be to get China right.  At present sentiment is poisonous. But have you seen what all this negativity has done to valuations? Rob Brewis, Manager of the Aubrey Global Emerging Markets Strategy, and John Muir, Sales Director, discuss Chinese valuations, business regulation, the property sector and the economy.

Aubrey Byte:  China – seeing past the negative sentiment

Aubrey Global Emerging Markets Fund Manager, Rob Brewis, and Sales Director, John Muir, discuss the outlook for India, China and other emerging markets going into 2022.

Aubrey Byte: Global Emerging Markets 2022 Outlook

Aubrey European Investment Analyst, Jay Younger, and Sales Director, John Muir, reflect on the year and discuss the outlook for Europe in the year ahead. They discuss valuations, interest rates, debt and how the Aubrey European Conviction Strategy is positioned.

Aubrey Byte: Europe Year End Review & 2022 Outlook

During the course of this 30 minute live and interactive session, our Investment Directors, Jon Gumpel and Chris Sutton will cover:
*Why Aubrey Capital Management? 
*Our Investment Solutions
*What next?
There will also be a Q&A session at the end.

Introduction to Aubrey Adviser Solutions

Join us for a quick Q&A with Jay Younger, European Investment Analyst, on why we believe European equities will be the likely beneficiaries of macro-economic tailwinds and how the Aubrey European Conviction strategy benefits from this.

Aubrey Byte: Why invest in Europe now?

Aubrey is a specialist global manager with a distinctive investment approach which has delivered an excellent track record. Founded in 2006, Aubrey is a majority employee-owned business with offices in Edinburgh and London. It has over £1bn under management (as at 31 January 2021) across a range of funds and mandates for both institutional and private clients. The firm has a highly experienced investment team with a collegiate approach and offers both equity and multi-asset portfolios.

What is the impact of China’s antitrust crackdown and India’s devastating second Covid wave on businesses and economic growth? We invite you to join Aubrey Global Emerging Markets Fund Managers, Andrew Dalrymple, John Ewart and Rob Brewis, on Thursday 20th May at 10:00am GMT for an update on the fund and why we believe the current volatility provides a buying opportunity.

Aubrey Global Emerging Markets Update May 2021

Andrew Dalrymple, Klyzza Lidman and John Ewart give an update on the Aubrey Global Conviction Fund which invests in growth stocks worldwide in a concentrated and index agnostic fashion.

Aubrey Global Conviction Update

Citywire AA rated Fund Manager, Sharon Bentley-Hamlyn, will be joined by Aubrey Investment Analysts, Klyzza Lidman and Jay Younger, to give an update on the Aubrey European Conviction Strategy and the outlook for European equities. For Investment Professionals only.

Aubrey European Conviction Update

Rob Brewis and John Muir look back on our thoughts from a time when Emerging Markets last enjoyed a period of outperformance, the last real bull market from 2003 to 2007.

Emerging Markets: Then & Now

Aubrey's new AIM IHT Service leverages institutional fund management expertise to deliver a quality proposition to this market.

Aubrey Capital AIM IHT Service

Following our December webinar and a successful year for the Aubrey Global Emerging Markets Fund, we invite you to join us for our follow up webinar on our stocks and themes going into 2021. For Professional Investors only. Not for US investors.

Global Emerging Markets Update January 2021

Lead Fund Manager, Andrew Dalrymple, and Co-Fund Managers, John Ewart and Rob Brewis will give an update on the strategy and outlook for emerging markets going into 2021.
For Investment Professionals only

Aubrey Global Emerging Markets Opportunities Strategy

Citywire AA rated Fund Manager, Sharon Bentley-Hamlyn, will be joined by Aubrey Investment Analysts, Klyzza Lidman and Jay Younger, to give an update on the Aubrey European Conviction Strategy and the launch of the new Aubrey Europe ex UK Conviction Strategy in January 2021.
For Investment Professionals only

Aubrey European Conviction Strategies

The Importance Of Stock Selection Now In Global Equities - Three examples.
Despite market turmoil, Aubrey's Global Fund has delivered outstanding returns to investors.

Aubrey Capital  Global Conviction Fund

Rob Brewis, Fund Manager at Aubrey Capital, discusses his fund's exposure to India during Covid. 
Aubrey's Emerging Markets Fund is one of the top performers in its sector.

Coping With Covid - How We Play India

In this session with Aubrey Global Emerging Markets Fund Manager, Rob Brewis, we will explore market conditions for India and China, and how the Aubrey Global Emerging Markets strategy is allocating to these two giant markets.

Aubrey Byte: A tale of two giants – India and China

Emerging Markets

Fund Manager

Investment Management

Investment Strategy

Investments

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Aubrey Byte: A tale of two giants – India and China

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About this talk

Aubrey Capital Management Ltd. - Channel