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In this month's edition:
Portfolio positioning highlights: An overview of our positioning in a selection of countries, currencies and sectors.
Topic of the month:
Applying lessons from Latin America’s past to Turkey’s future: Insights from our portfolio managers, Vivienne Taberer and Grant Webster.
Some common threads exist in the richly-diverse emerging market tapestry. And these can provide valuable, if rather unexpected, insights for investors. Vivienne and Grant ask: what next for troubled Turkey?