Insights

India: Reforms are here to stay

Asian Markets
Mar 1, 2019

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.

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Julian Mayo
Senior Vice President and Chief Investment Strategist
Adrian Lewis
Analyst

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.

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Dominic Bokor-Ingram
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.

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

Growth and Income Investing in Emerging Markets

Emerging Markets
Aug 1, 2018

Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.

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Julian Mayo
Senior Vice President and Chief Investment Strategist

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