Global Emerging Markets Insights

 
View [Tales from the Road: Latin America] TFRLatAmAbstract1

Tales from the Road: Latin America

Latin America has a lot to offer investors. Emerging market portfolio managers Paul Desoisa and Colin Dishington travelled across Brazil and Peru to assess some of the potentially overlooked investment stories the region has to offer.

18 June 2019
View [Tales from the Road: India] TFRIndiaabstract1

Tales from the Road: India

Paul Sloane, emerging markets portfolio manager, reports back from Mumbai on why he is even more positive on the investment opportunities in Indian financials.

Tales from the Road 3 June 2019
View [At the heart of disruption in Latin America] Disruption in Latin America

At the heart of disruption in Latin America

Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America. We found examples confirming not only the rapid pace of disruption but the unexpected areas of the economy it is taking place.

Video 8 May 2019
View [Getting to grips with India’s financial ecosystem] Mumbai is updating

Getting to grips with India’s financial ecosystem

The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector.

Video 18 April 2019
View [Growth of the online gaming sector ] Divya Mathur on TDAmeritrade - Gaming outlook

Growth of the online gaming sector

Divya Mathur, Portfolio Manager, Global Emerging Markets talks to TD Ameritrade about the growth of the online gaming sector and the opportunities for stock-focused investor.

Video 17 April 2019
View [Back in the Game] NetEase-Tencent

Back in the Game

China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth.

11 February 2019
View [Is it a bank - or a tech firm?] Bank or tech

Is it a bank - or a tech firm?

The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind.

4 January 2019