India's Growth Trajectory: Reasons for Optimism

Global Equity Team Perspectives by Nick Niziolek, Dave Gallagher and Paul Ryndak
March 27, 2017

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA
September 15, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA
September 6, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA
August 31, 2016

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

Global Equity Team Perspectives by Nick Niziolek, CFA
May 25, 2016

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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