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June 18, 2025
Emerging Markets
Diversify Beyond the U.S. with EM Local Currency Bonds
Fran Rodilosso
William Sokol
Dan Lacey
Watch Replay
January 27, 2021
Emerging Markets
Disruption Spurs Opportunities in Today’s Emerging Markets
David Semple
  • Market Review of 2020 – Strange Days Indeed
  • EM Outlook for 2021 and Beyond
  • Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges
Watch Replay
December 17, 2020
Emerging Markets
Emerging Markets Bonds: Sailing Closer to Shore
Eric Fine
Salvatore Catalano
  • Synchronized global growth downturn but EM looks stronger
  • The unprecedented global stimulus is working
  • Lower debt levels and high real rates leave room for policy
  • EM debt overlooked in midst of global panic?
Watch Replay
June 19, 2019
Emerging Markets
Capture Emerging Markets Structural Growth
David Semple
Anthony Sassine, CFA
  • Emerging markets outlook
  • Developments and impact of China
  • Structural growth themes
  • Key portfolio holdings
Watch Replay