Insights

Growth and Income Investing in Emerging Markets – The Trend Continues

Emerging Markets
May 29, 2019

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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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

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

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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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

2019 Asia Market Outlook

Asian Markets
Jan 1, 2019

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager
Robert Petty
Co-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)

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.

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager