EM equity

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EM equity Outlook China Geopolitical Asset allocation Equity Article
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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

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Article
2023-12-31
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China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives
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China internet: Identifying opportunities amid stormy seas

Uncertainty in the Chinese internet company space has been elevated over the past few years. We believe that investors may benefit from tactical approach, rather than broad-based industry exposure.

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By

Yash Patodia

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Article
2023-12-31
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Emerging markets EM equity Economic cycle Outlook No Optimizely Monetary policy Equity Article
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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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By

Jamie Rice, CFA

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Article
2023-12-31
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India EM equity Macro and market Asset allocation Equity Quick Take
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India equity: An unsung long-term performance story

Despite strong long-term performance, Indian equities are often overlooked. That may be a mistake, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks.

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By

Niraj Bhagwat

Philip Brooks, CFA

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Quick Take
2023-10-31
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Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article
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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
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By

Santiago Millán, CFA

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Article
2023-09-30
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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2023-01-27
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