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.
Read PostIndia 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.
Read PostCo-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.
Read PostInfrastructure 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.
Read PostCo-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.
Read PostCo-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
Read PostCo-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.
Read PostAs a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.
Read PostCo-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
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