Insights

Agriculture’s resilient 2020 paves way for solid 2021

Agriculture
Apr 21, 2021

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

Learn more

Matthew Corbett
Partner, Agriculture

Frontier and Smaller Emerging Markets – the Performance Paradox

Frontier Markets
Oct 16, 2020

Explaining the recent weakness in frontier and smaller emerging markets.

Learn more

Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Life vs Livelihood: Hobson’s Choice for Emerging Markets

Asian Markets
Apr 30, 2020

In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.

Learn more

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.

Learn more

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 […]

Learn more