Insights

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Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing

Emerging Markets
May 5, 2021

Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.

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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities
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Global Asset Allocation 2021 Outlook

Global Markets
Dec 18, 2020

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
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Global Financial Forecast 2020-2025

Global Markets
Oct 2, 2020

Read our latest Global Financial Forecast to learn more on what to expect from the markets in the next 5 years.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
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The Emerging Markets Consumer

Emerging Markets
Oct 28, 2019

Evolution and Premiumisation of the Emerging Markets Consumer

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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities
Insights Anindya Chaterjee

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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