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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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Life vs Livelihood: Hobson’s Choice for Emerging Markets

Insights
April 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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The Emerging Markets Consumer

Emerging Markets
October 28, 2019

Evolution and Premiumisation of the Emerging Markets Consumer

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Insights Anindya Chaterjee

US-China Trade War Insights from Anindya Chatterjee

Emerging Markets
June 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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Growth and Income Investing in Emerging Markets – The Trend Continues

Insights
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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