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Emerging markets: Active opportunities span asset classes

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

 
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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

 
Mar 2017
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Geopolitical

Modi's latest victory should be positive for India

Authors: Niraj Bhagwat, CA, ...

Indian Prime Minister Narendra Modi’s Bharatiya Janata Party (BJP) won a stronger-than-expected victory in the state elections of Uttar Pradesh (UP), returning the party to power after 14 years. UP is...

File under: Emerging markets: Active opportunities span asset classes

 

Emerging resiliency: A closer look at attractive opportunities in EMs

Authors: Jamie Rice, CFA, ...

Following the US presidential election in November, emerging market (EM) equities swooned due to fears about the potential negative effects of protectionism, rising interest rates, and a stronger US dollar....

File under: Emerging markets: Active opportunities span asset classes