Find ideas for investing effectively in emerging and frontier economies
Global equities were higher amid solid earnings, hopes for a de-escalation in the US–China trade war and resilient US labor data.
Katrina Uzun, Institutional Portfolio Manager, shares the team's thoughts on emerging markets and provides a quarterly update on the Emerging Markets Debt Strategy.
As US tariff policy turmoil continues unabated, investors are looking eastward towards European fixed income, including in the central and eastern European (CEE) countries. This week’s Bond Bulleti...
Raphael Gallardo explains why Donald Trump may have badly misjudged his own bargaining power in his trade war with China and the potentially painful consequences for the American economy.
Tariffs, valuations, and domestic factors have prompted questions on Indian equity outperformance. Read why our systematic equity team remains constructive.
Brazil’s vast natural resources have helped build a resilient economy, backed by a sophisticated financial system & a well-educated, hyperconnected population. However, persistent political volatil...
The global trade war is accelerating China’s localization efforts; spurring low-cost production in India; and driving incremental growth in Asia’s Golden Triangle.
Our focus remains on identifying companies with competitive advantages that we believe can generate long-term earnings and cash flow growth.
The fund gained 3.1% in March bringing the Q1 return to 8.85% and the one-year return to 28.1%.
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