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.
Read PostCo-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.
Read PostThailand 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 PostIndonesia’s reform initiatives are showing strong momentum and support diverse investment opportunities.
Read PostThailand 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 PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
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.
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