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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.
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.