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Emerging markets: Active opportunities span asset classes

Our investors offer their views on EM equity and debt markets by providing insights on their approaches to generating alpha.

 
Jul 2017
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Macro and market

Equity perspectives: A tour of regional opportunities

Authors: Joshua Berger, CFA, CMT, ...

Last year’s brief bursts of volatility caused by macroeconomic and political events faded as equity markets continued their advance in the first half of 2017. However, a recurring theme in our...

File under: Emerging markets: Active opportunities span asset classes, Stars aligning over Japan

 

China A-shares: Index inclusion points the way forward

Authors: Bo Meunier, CFA, ...

MSCI’s recent decision to include China A-shares in its EM indexes came as little surprise given the extensive industry consultation that preceded it. Yet we believe it marks another major milestone on...

File under: Emerging markets: Active opportunities span asset classes

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Jun 2017
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Forum
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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

 
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May 2017
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Video
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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