Aymeric Guedy - related articles from Trustnethttp://www.trustnet.com/News/NewsHome.aspxTrustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTsen-gbTue, 09 Jun 2026 06:46:53 GMTTue, 09 Jun 2026 06:46:53 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comAymeric Guedy - related articles from Trustnethttp://www.trustnet.com/images/FETN_Logo.pngWhy the Strait of Hormuz shock could be the moment that changes emerging markets' energy story permanentlyhttp://www.trustnet.com/News/13477388/why-the-strait-of-hormuz-shock-could-be-the-moment-that-changes-emerging-markets-energy-story-permanently/The Trustnet teamThe Iran conflict has exposed the fragility of fossil fuel dependency across Asia. Carmignac's emerging market (EM) equity team believes it will prove a structural accelerant for the energy transition and that these emerging economies are best placed to benefit.Mon, 01 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13477388/why-the-strait-of-hormuz-shock-could-be-the-moment-that-changes-emerging-markets-energy-story-permanently/Is now an attractive entry point for Indian equities? http://www.trustnet.com/News/13477315/is-now-an-attractive-entry-point-for-indian-equities/Darius McDermott The big picture remains strong with long-term drivers aided by government supported initiatives. Thu, 28 May 2026 13:00:00 GMThttp://www.trustnet.com/News/13477315/is-now-an-attractive-entry-point-for-indian-equities/How the Middle East conflict is redrawing the economic map of emerging marketshttp://www.trustnet.com/News/13476068/how-the-middle-east-conflict-is-redrawing-the-economic-map-of-emerging-markets/The Trustnet teamThe economic impact of the conflict has fallen unevenly across the asset class — and not where most investors would have predicted.Mon, 18 May 2026 12:30:00 GMThttp://www.trustnet.com/News/13476068/how-the-middle-east-conflict-is-redrawing-the-economic-map-of-emerging-markets/Thirty-seven years in emerging markets: Carmignac's pioneering expertisehttp://www.trustnet.com/News/13475103/thirty-seven-years-in-emerging-markets-carmignacs-pioneering-expertise/The Trustnet teamCarmignac has been investing in emerging markets since 1989. Most of its competitors were not yet in existence. That heritage shapes everything about how the firm approaches the asset class today.Mon, 27 Apr 2026 12:30:00 GMThttp://www.trustnet.com/News/13475103/thirty-seven-years-in-emerging-markets-carmignacs-pioneering-expertise/In credit, liquidity is easy to overestimatehttp://www.trustnet.com/News/13474793/in-credit-liquidity-is-easy-to-overestimate/Alex RalphNot all credit portfolios carry the same liquidity profile.Tue, 21 Apr 2026 11:00:00 GMThttp://www.trustnet.com/News/13474793/in-credit-liquidity-is-easy-to-overestimate/Revival after 15 years of underperformance: Why emerging markets now matter more than everhttp://www.trustnet.com/News/13473612/revival-after-15-years-of-underperformance-why-emerging-markets-now-matter-more-than-ever/The Trustnet teamEmerging markets have spent the better part of a decade and a half as an afterthought in global portfolio construction. Wed, 15 Apr 2026 10:30:00 GMThttp://www.trustnet.com/News/13473612/revival-after-15-years-of-underperformance-why-emerging-markets-now-matter-more-than-ever/Why passive funds miss the point in emerging marketshttp://www.trustnet.com/News/13472342/why-passive-funds-miss-the-point-in-emerging-markets/The Trustnet teamEmerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.Mon, 23 Mar 2026 12:30:00 GMThttp://www.trustnet.com/News/13472342/why-passive-funds-miss-the-point-in-emerging-markets/