Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Growth and Income Investing in Emerging Markets – The Trend Continues
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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India: Reforms are here to stay
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.
Growth and Income Investing in Emerging Markets
Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.
Africa Re-awakening
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.
ESG Case Study – Global Emerging Markets Core Growth Equity
Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.
Learn more ESG Case Study – Global Emerging Markets Core Growth Equity