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:
Off the beaten track in Asia: Mark Evans’ Mongolia trip notes.
Emerging market: These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
The value of investments, and any income generated from them, can fall as well as rise.