Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Fiera Atlas Global Companies Strategy: Company Selection
In the next part of the Fiera Atlas video series, Andy Gardner, Portfolio Manager, explains the thinking behind team’s stock selection, including how they define and identify exceptional companies.
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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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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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The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
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.