Jennifer is a investment director in the 4Factor team at Ninety One, responsible for product management across the range of strategies with a primary focus on Emerging Markets, Asia and China. In this role, Jennifer represents the team and its strategies with clients, as well as helping to develop solutions for clients and dealing with complex queries.
Prior to joining Ninety One, Jen was a portfolio specialist at JPMorgan Asset Management in its US Equities team for five years and its Emerging Markets Asia Pacific Equities team for four years.
Jen started her career in New York at Goldman Sachs Asset Management, where she was a portfolio specialist in the Quantitative Investment Strategies Group covering both long-only and hedge fund strategies. Jen earned a degree in Bachelor of Arts from Columbia University.
Market conditions appear to be shifting in favour of emerging market equities. We explore how to structure an allocation to achieve broad exposure to the return-potential of the asset class while managing risks.
Jen Ford and Archie Hart share how discipline, bottom-up stock selection and a clear risk framework can help unlock long-term value in EM equities.
Emerging market equities are outperforming developed markets for the first time in years and many believe this could mark the start of a long-term structural shift.
Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.
4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025.
As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy.
A shift in gear or more of the same? Portfolio managers Archie Hart and Thys Louw consider the implications of Trump’s election victory for emerging markets and discuss what it means for investors.
Over recent years, the EM equity asset class has seemed to reach a turning point on more than one occasion, only for hopes to be dashed. After several false dawns, this analysis assesses the critical factors that could support EM returns relative to developed markets.
India, alongside China, now represents nearly half of the EM equity universe. While structural trends favour Indian equities in the long term, higher equity valuations mean a selective approach is more crucial than ever.
Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.
With 2023 falling short of expectations in terms of a recovery for emerging markets equities, Archie Hart explains the need for caution in the coming months, but remains optimistic on a 1- or 2-year view, given that the building blocks for a turnaround are beginning to fall in place.
After a challenging year, Wenchang Ma sees brighter prospects for Chinese equities in 2024, with weak sentiment providing an entry point to invest in some of the world’s most attractive companies.
