India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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Health and Longevity Trends in EMs Create Global Opportunities

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.

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“Made in China”: China’s Evolving Export Role in the Global Economy

Global Equity Team Perspectives by Nick Niziolek, CFA

Infrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.

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The Case for Global Equities Today

Global Equity Team Perspectives by Nick Niziolek, CFA

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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