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Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article
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Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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By

Joy Perry

Philip Brooks, CFA

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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Multiple authors

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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitical Quick Take
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Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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By

Philip Brooks, CFA

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Quick Take
2022-12-30
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