Insights

Growth and Income Investing in Emerging Markets – The Trend Continues

Emerging Markets
May 29, 2019

Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.

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Ian Simmons
Vice President and Lead Portfolio Manager
Julian Mayo
Senior Vice President and Chief Investment Strategist

India: Reforms are here to stay

Asian Markets
Mar 1, 2019

The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.

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Julian Mayo
Senior Vice President and Chief Investment Strategist
Adrian Lewis
Analyst

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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Julian Mayo
Senior Vice President and Chief Investment Strategist
Kaio Motawara
Analyst

Growth and Income Investing in Emerging Markets

Emerging Markets
Aug 1, 2018

Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.

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Julian Mayo
Senior Vice President and Chief Investment Strategist

Emerging Markets and the Return of Volatility

Emerging Markets
Mar 1, 2018

After experiencing a closing low in early January, the VIX – which is the common measure of volatility in the US stock market – began a moderate climb towards the end of the month prior to exploding on the upside in early February.

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Julian Mayo
Senior Vice President and Chief Investment Strategist