Insights

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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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

US-China Trade War Insights from Anindya Chaterjee

Asian Markets
Jun 19, 2019
8:42

In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

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
Chief Investment Officer (European Division) and Senior Portfolio Manager

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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Kaio Motawara
Analyst