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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.
Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.
As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
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.
Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.
