Insights

Asia Deserves Some Credit

Asian Markets
Jun 26, 2019

When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.

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Robert Petty
Co-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)

US-China Trade War Insights from Anindya Chatterjee

Asian Markets
Jun 19, 2019
8:42

In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

2019 Asia Market Outlook

Asian Markets
Jan 1, 2019

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager
Robert Petty
Co-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)

Global Investment Outlook

Global Markets
Jan 2, 2019

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

ESG Case Study – Global Emerging Markets Core Growth Equity

Emerging Markets
Dec 10, 2018

Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.

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Kaio Motawara
Analyst