Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
The End of an Era: Emerging Markets Prepare for a Post-Globalization World
With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
Emerging Markets Caught in Trade Winds
No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.
Investment Considerations of a Bipolar World
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.
The Political Struggle among Hong Kong, China and the United States
Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World
While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.
Vietnam: The New Frontier in Emerging Markets?
As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.
South Africa: A Cautionary Tale in Emerging Markets
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.
2020 Emerging Markets Outlook: Country Analysis Matters
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
Solving a hard problem with a simple model
In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.
The Case for Emerging Market Corporate Bonds
Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.