

Britain's Schroders and Ashmore on Thursday reported increased client withdrawals in March due to market volatility sparked by the Iran war, leading to net outflows at both money managers over the first three months of 2026.

Ashmore Group has been upgraded to 'buy' by Jefferies, which argues that the latest inflow data marks “a cyclical reboot” for emerging markets. The broker said the fourth quarter of 2025 “marked a turning point in the EM cycle”, with Ashmore delivering $2.6 billion of net new money.

Ashmore Group Plc (AJMPF) Q2 2026 Earnings Call Transcript

Ashmore Group (LSE:ASHM) shares climbed almost 11% to a year's high after reporting an 8% rise in assets under management for the past quarter. AUM reached to US$52.5 billion for the three months to 31 December 2025, the second quarter of the FTSE 250 asset manager's financial year, driven by strong net inflows and positive investment performance.

Gustavo Medeiros, Ashmore head of global macro research, joins 'Squawk Box' to discuss the details of the U.S. bailout package to Argentina, whether the U.S. should be providing assistance to Argentina, impact of Argentina's upcoming elections, and more.

Ashmore Group (LSE:ASHM) has been downgraded by UBS as the share's valuation already reflects a strong recovery in emerging market (EM) debt inflows. The FTSE 250 group's core business now trades at 14.5 times forward earnings, analyst Michael Werner pointed out, around one standard deviation above its historical average.

Ashmore Group Plc (OTCPK:AJMPF) Q4 2025 Earnings Call September 5, 2025 4:00 AM EDT Company Participants Mark Coombs - CEO & Executive Director Tom Shippey - Group Finance Director & Executive Director Conference Call Participants Angeliki Bairaktari - JPMorgan Chase & Co, Research Division Hubert Lam - BofA Securities, Research Division Michael Werner - UBS Investment Bank, Research Division David McCann - Deutsche Bank AG, Research Division Laura Gris Trillo - Jefferies LLC, Research Division Presentation Mark Coombs CEO & Executive Director Hi, morning. Thank you for coming.

Ashmore Group (LSE:ASHM) has reported full-year 2025 results showing lower revenues but stronger investment performance and signs of improved flows. The specialist asset manager said it is well-positioned to benefit as investors increase allocations to emerging markets.
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