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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.

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Jun 2017
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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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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.

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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...

File under: Outcomes-focused fixed income investing, Emerging markets: Active opportunities span asset classes

 
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China's online revolution: Structural tailwinds for EM digital companies

Author: Simon Henry, CFA

Within emerging markets (EMs), we have high conviction in the investment opportunity stemming from online content and social media, which includes gaming and video platforms. In our view, the theme should...

File under: Emerging markets: Active opportunities span asset classes