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

Global Investment Outlook

Global Markets
Jan 2, 2019

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation