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Thought Leadership
Tim Humphreys: Why we don't invest in emerging markets
12.2.2026
For professionals only.
Capital at risk.
In his latest piece, Tim Humphreys explains the IFSL Marlborough Global Essential Infrastructure Fund's approach to emerging markets and why the investment team has chosen not to invest in them. He walks through the rationale, including how the team thinks about 'curated' emerging market exposure through select developed market companies that own assets in developing nations.
Read the article below
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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
