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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
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Tales from the road: Semiconductors sustainability journey in Taiwan
Portfolio Manager, Divya Mathur, recently conducted a research trip to Taiwan. Here, we outline key observations around the opportunities in the country.
- Date published
- 19 Jun 2023
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Global Emerging Markets
High-conviction, stock focused emerging market portfolios.
- Date published
- 1 Jun 2023
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The most pressing questions on Chinese financials
Portfolio Manager, Paul Sloane, goes through some of the most pressing questions on investors' minds today.
- Date published
- 11 Apr 2023
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Tales from the road: Intrigued by India
Portfolio Manager Aimee Truesdale recently conducted a research trip to India. Here, we outline her key observations around the exciting growth opportunities in India.
- Date published
- 17 Mar 2023
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
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A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 17 Jan 2023
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 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
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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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- Global Emerging Markets
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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
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