Insights

Good Governance. Greater Returns.

Global Equity
May 22, 2020

Why corporate governance is the key to an ESG-friendly portfolio.

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Nadim Rizk
Senior Vice President and Lead Portfolio Manager, Global Equities

US-China Trade War Insights from Anindya Chatterjee

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

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-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)

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

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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