The Emerging Markets Consumer
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
India: Reforms are here to stay
The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.
Global Investment Outlook
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.
ESG Case Study – Global Emerging Markets Core Growth Equity
Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.
Growth and Income Investing in Emerging Markets
Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.