We have entered an era whereby western economies are increasingly being dogged by a difficult economic backdrop – interest rates are at historically low levels, there has been increasing inflation, consumers and governments are reducing debts – which have all resulted in tapered growth. The antithesis of this is often seen as emerging markets and many investors are increasingly seeing them as a central part of their portfolio.
Skyline Capital Management, a global long/short equity specialist with an emerging markets focus, is a London-based boutique hedge fund manager which has a UCITS fund on the ML Capital platform.
Skyline's chief executive...