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.

Learn more

Ian Simmons
Portfolio Manager, Emerging Markets Equity

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

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.

Learn more

Adrian Lewis
Analyst

Boots on the Ground: Chinese Internet is Priming for a Cultural Export

Asian Markets
Feb 27, 2019

In our most recent installment of the Boots on the Ground series, the Tiger Fund team digs into the diversity & scale of the Chinese internet landscape beyond the largest and most well-known companies.

Learn more

Sandeep Muthangi
Senior Analyst

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.

Learn more

Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation