Insights
The Opportunity in Actively Managed Emerging Market Investing
Other Insights
Navigating Manager Selection as Private Credit Looks Poised to Perform
Sarah Butcher discusses how the current environment particularly favours private credit lenders and what to look for when assessing different investment strategies in the private credit space.
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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?
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
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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The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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