Emerging markets regional

CHINA​

Bo Meunier

We are mindful of the deep economic and financial ties that continue to bind the world’s two largest economies together. Within the confines of economically rational decision-making, we think these ties will draw boundaries around negotiations.

— Bo Meunier, CFA, Portfolio Manager

INDIA

Murali Srikantaiah

India has historically been fertile ground for active managers, and we see many potential opportunities to generate alpha for our clients.​

— Murali Srikantaiah, Portfolio Manager

Niraj Bhagwat

We believe stock selection remains crucial in Indian equities, and stock fundamentals should re-assert themselves now that the election is over.

— Niraj Bhagwat, CA, Portfolio Manager

LATIN AMERICA​

Jamie Rice

We suspect that Brazil will walk again — or even run — with less government support, potentially proving to be one of 2020’s stronger-performing emerging markets.

— Jamie Rice, CFA, Portfolio Manager

ASIA

Anita Killian

The misperception of Asia as a low-end manufacturing hub masks opportunities in what is now the main supply chain for global end markets in electronics.

— Anita Killian, CFA, Portfolio Manager

We believe within Asia’s growth story, economic cyclicality, currency fluctuation, and heightened investor behavioral biases result in a high level of volatility – which will persist, and present the areas of apathy we aim to exploit.​

— Jun Oh, Portfolio Manager

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