Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Life vs Livelihood: Hobson’s Choice for Emerging Markets
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.
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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 […]
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2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
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
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.