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Capturing the resurgence — and divergence — in emerging market assets

Our investors offer their views on the reversal of fortune in EM equity and debt markets and provide insights on their active approaches to generating alpha.

 

India's bold moves: Investment implications of recent reforms

Authors: Murali Srikantaiah, ...

Indian Prime Minister Narendra Modi’s efforts to formalize the economy and boost growth are taking shape, creating an attractive entry point for investors.

File under: Capturing the resurgence — and divergence — in emerging market assets

Nov 2016
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Education

Highlights from our emerging markets women's luncheon

Authors: Wendy Cromwell, CFA, ...

Several experienced female investors offer two pearls of wisdom: one about their approach to EM and one about managing a successful career.

File under: Capturing the resurgence — and divergence — in emerging market assets

 
W_lock
Nov 2016
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Video + paper
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Learning to love EM again: An unconstrained, thematic approach

Authors: Dáire Dunne, CFA, ...

A new wave of structural change is altering how and where we look for investment opportunities in emerging markets. Portfolio Manager Dáire Dunne discusses a dynamic theme-based approach that can help...

File under: Capturing the resurgence — and divergence — in emerging market assets

 
Nov 2016
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Podcast

On China: Rebalancing the economy

Authors: Santiago Millán, CFA, ...

In the first of a three-part series, we explore China’s transition from an export-led to a consumption-based economy.

File under: Capturing the resurgence — and divergence — in emerging market assets