Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
The Greek Recovery Story
In this podcast, Dominic Bokor-Ingram and Chris Nicholas discuss how they believe that Greece is investable and an example of how the path from being an emerging country to reaching developed status is not always a one-way trip.
Private Credit Proves its Place
What role can private credit be expected to play in a portfolio context and how can investors identify opportunities while seeking to avoid potential pitfalls as this asset class experiences its first economic cycle?
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
US-China Trade War Insights from Anindya Chatterjee
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 […]
Learn more US-China Trade War Insights from Anindya Chatterjee