Singapore, Individual

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A theme is not an index

Andrew Sharp-Paul, Investment Director

JUNE 2021

Emerging Markets

Showing of 5 Insights Posts
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Emerging markets Tech & Innovation Equity China
Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
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event August 2021
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Emerging markets Equity Macro and market
Seven reasons to invest actively in EM equities
Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.
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event August 2021
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Sustainable investing China Emerging markets Macro and market Climate change
China unplugged: Investing in the world’s largest decarbonization effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...
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event June 2021
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Emerging markets Inflation Equity Opportunities and risks Fixed Income
EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
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event June 2021
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Emerging markets Equity China Macro and market
EM equity looks more attractive than it’s been in a decade
Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.
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event April 2021