Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
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Market Update from the Global Asset Allocation team – January 2021
A tumultuous 2020 came to a close on a positive note amid optimism that the distribution of safe and effective vaccines will revitalize the economy in 2021.
Market Update from the Global Asset Allocation team – December 2020
Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.
Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections
The perfect recipe?
Thoughts from our Global Emerging Markets Team – Indonesia
Will new Indonesian reforms present a multi-year growth opportunity?
Market Update from the Global Asset Allocation team – November 2020
In October, investors turned decidedly cautious ahead of the pivotal U.S. election.
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Asia Deserves Some Credit
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.
