June 25, 2021

Harnessing Growth: China at the Forefront of Sustainable Technology

by Dominic Jacobson, Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller, Product Manager

Innovative, disruptive, forward-looking and sustainable investment opportunities are beginning to proliferate, both in China and in the China A-Share market.

May 25, 2021

Consumer Resurgence in China Drives Opportunities

by Carlos Diez, MarketGrader

The latest MarketGrader China All-Cap Growth Leaders Index rebalance highlighted the strength of the Industrials sector and the resurgence of the consumer in China.

May 14, 2021

Harnessing Growth: Brazil’s Transportation Innovators Move Towards Sustainability

by Patricia Gonzalez, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller, Product Manager

Brazil is leading in the ESG space in Latin America, paving the way for sustainable investing in the region, which is of utmost importance, given the region's footprint in the global ecosystem.

April 16, 2021

Structural Growth to Regain Luster, After Style Rotation Calms

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

Oksana Miller, Product Manager

The emerging markets outlook for 2021 and beyond continues to be positive as we see considerable potential for strong growth, boosted by Covid-19 vaccine availability, catalyzing a return to “normal” in EM economies.

March 25, 2021

Leave Your Wallet Behind in China

by Carrie Wang, Associate Product Manager

Mobile payments have reshaped China’s payment landscape, as the country transitions to a cashless economy.

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.

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.

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.

November 13, 2020

Harnessing Growth: Online Food Delivery Brings It

by Dominic Jacobson, Analyst,

Ola El-Shawarby CFA, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller, Product Manager

Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.