Investment Team Voices

India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA
November 2, 2015

As 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.

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Green Shoots in China?

Nick Niziolek
October 5, 2015

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

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