Insights

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

ESG Case Study – Global Emerging Markets Core Growth Equity

Emerging Markets
Dec 10, 2018

Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.

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Julian Mayo
Senior Vice President and Chief Investment Strategist
Kaio Motawara
Analyst

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

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.

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Dominic Bokor-Ingram
Senior Portfolio Manager

Emerging Markets and the Return of Volatility

Emerging Markets
Mar 1, 2018

After experiencing a closing low in early January, the VIX – which is the common measure of volatility in the US stock market – began a moderate climb towards the end of the month prior to exploding on the upside in early February.

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Julian Mayo
Senior Vice President and Chief Investment Strategist