Insights

US-China Trade War Insights from Anindya Chaterjee

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 […]

Learn more

Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

Middle East – The Reform and Index Upgrade Story

Emerging Markets
Apr 19, 2019

Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.

Learn more

Dominic Bokor-Ingram
Chief Investment Officer (European Division) and Senior 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.

Learn more

Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager
Robert Petty
Co-Chief Executive Officer and Co-Chief Investment Officer, Fiera Capital, Asian Division

Update on Argentina

Frontier Markets
May 9, 2018

The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.

Learn more

Dominic Bokor-Ingram
Chief Investment Officer (European Division) and Senior Portfolio Manager