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Emerging Market Debt: A Pivotal Year for China
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Is Decarbonization an Opportunity for Emerging Markets?
Our Global Head of ESG Investments chairs a World Climate Summit Investment COP panel discussion on the opportunities and challenges decarbonization presents across emerging markets.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
Emerging Markets: Why Then, Why Now?
Portfolio Manager Daniel Graña on the case for EME and what led him to spend his career focused on emerging markets.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Emerging Market Equities: Same Storm, Different Boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
2021 Institutional Client Strategy Perspectives: Known Unknowns
Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
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.