Skip directly to Accessibility Notice
  • Emerging Markets Equity

    February 23, 2021

    The Electric Vehicle Revolution Charges Ahead

    by Angus Shillington, Deputy Portfolio Manager,

    Veronica Zhang, Analyst,

    Dominic Jacobson, Analyst,

    Oksana Miller, Product Manager

    The transition from conventional cars to electric vehicles (EVs) is accelerating, creating investment opportunities across the EV ecosystem.

     Read more
    Emerging Markets Equity

    January 12, 2021

    Vaccines and Growth Drive 2021 Recovery

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller, Product Manager

    A key driver of our 2021 outlook is an expectation of global growth recovery, boosted by the COVID-19 vaccine, which may spur faster normalization in emerging markets economies.

     Read more
    Emerging Markets Equity

    January 07, 2021

    Barron’s: Chinese Tech Stocks Can Weather Regulatory Scrutiny

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    In this Barron’s Q&A, Portfolio Manager David Semple discusses his views on Alibaba and the regulatory scrutiny it is facing, as well as investment ideas in China and across emerging markets.

     Read more
    Emerging Markets Equity

    December 15, 2020

    The Disruption of Fintech Across Emerging Markets

    by Angus Shillington, Deputy Portfolio Manager,

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller, Product Manager

    In this white paper, we take an in-depth look at the growth of digitization across emerging markets and the investment case for fintech as the driver.

     Read more


  •