Investment Team Voices

An Update on Three Dynamics in Emerging Markets

Global Team Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
August 15, 2019

Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.

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Green Shoots in China

Global Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
April 30, 2019

Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.

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