Our investors offer their views on EM equity and debt markets by providing insights on their approaches to generating alpha.
China looms large over the future of Asian health care
Author: Jean Hynes, CFA
When we talk about investing in the Asian health care market, China is central to that conversation. The pace of growth and scientific advancement in China’s biotechnology, pharmaceutical, medical device...
File under: Emerging markets: active opportunities span asset classes
2017 EM Summit video highlights
Authors: Dáire Dunne, CFA, ...
Hear from our on-the-ground investors about the trends they are analyzing as a result of recent economic and political reforms across emerging markets. Investing in EM...
File under: Emerging markets: active opportunities span asset classes
Emerging markets: uncovering opportunities for our clients
Authors: Phillip Perelmuter, ...
With EM approaches, producing alpha requires patience, flexibility, global collaboration and the ability to spot and exploit market inefficiencies.
File under: Emerging markets: active opportunities span asset classes
Emerging local debt: ready for takeoff
Authors: Michael Henry, ...
We believe emerging local debt (ELD ) has reached an important inflection point as fundamentals, valuations and technicals have all improved. After several years of decelerating economic growth and challenging...
File under: Outcomes-focused fixed income investing, Emerging markets: active opportunities span asset classes
