Ashmore Group (LSE:ASHM) reported an 8% increase in assets under management to approximately $52.5 billion as at 31 December 2025, supported by solid net inflows and favourable investment performance across its emerging markets strategies.
During the period, the group attracted $2.6 billion of net inflows, complemented by $1.2 billion of positive market performance. Growth was primarily concentrated in fixed income and equity products, with particularly strong demand for external debt and local currency strategies. Management said investor appetite has been encouraged by robust emerging markets returns during 2025 and continued economic outperformance relative to developed markets.
Ashmore also pointed to a more supportive macroeconomic backdrop for emerging markets, including easing or low inflation, interest rate cuts across several EM economies and a weaker US dollar. These factors are prompting investors to rebalance portfolios away from US-centric exposures, creating opportunities for active managers such as Ashmore to capture incremental allocations and generate alpha.
From an investment perspective, the group continues to benefit from strong profitability and a resilient balance sheet. However, challenges around revenue growth and cash flow remain considerations. While the dividend yield and strategic growth initiatives are viewed positively, technical indicators suggest the potential for near-term volatility.
More about Ashmore Group PLC
Ashmore Group plc is a specialist asset management firm focused exclusively on emerging markets. The group offers a broad range of investment strategies across fixed income, equities and alternatives, including external debt, local currency debt, corporate and blended debt solutions. Ashmore serves institutional and professional investors globally seeking long-term exposure to developing economies through active investment management.
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