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Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
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Portfolio insight - WEG research case study
We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.
- Date published
- 1 Sep 2022
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Growth vs. Value: Where’s the Quality in that?
An analysis of what style best captures the long-term emerging market opportunity.
- Date published
- 28 Jul 2022
- Tag
- Markets
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets
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China has caught our attention
Domestic and international regulatory concerns are impacting Chinese equity markets.
- Date published
- 13 Apr 2022
- Tag
- Markets
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Supply chain disruption and high volatility
Global implications of Russia’s war on Ukraine.
- Date published
- 21 Mar 2022
- Tag
- Markets
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Russia: geopolitical risk reaches crisis point
As geopolitical tension mounts around Russia and Ukraine, our Global Emerging Markets team shares some insights into what is happening, the risks and what it means for the portfolio.
- Date published
- 24 Feb 2022
- Tag
- Global Emerging Markets
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Global Emerging Markets 2022 Outlook
We saw many of our portfolio companies perform well in 2021 despite the turbulent market environment – there remain plenty of reasons for optimism as we enter 2022.
- Date published
- 18 Jan 2022
- Tag
- Global Emerging Markets
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India: Local Entrepreneurial Leadership
India is home to vibrant, entrepreneurial companies which are leaders in their respective segments and positioned to benefit from the key driving forces in the market.
- Date published
- 15 Dec 2021
- Tag
- Demographics