September 22, 2021

Semiconductors in Asia: Where Established Leaders and China’s Ambitions Intersect

by Dominic Jacobson, Analyst

Taiwan and Korea are home to two of the most valuable semiconductor companies in the world. Meanwhile, China is growing as a fertile breeding ground in the space.

August 19, 2021

The World’s Digital Transformation is ‘Made in India’

by Carlos Diez, MarketGrader

India has built one of the world's most sophisticated information technology outsourcing and consulting sectors, which today is quickly reorienting itself toward digital services.

August 16, 2021

Harnessing Growth: Navigating China’s Regulatory Puzzle

by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

Despite recent headlines, we believe that there are forward-looking, sustainable and structural growth investment opportunities in China. In this blog, we share our views on the country's regulatory framework and highlight several interesting opportunities.

July 15, 2021

Normalization and Change at the Same Time

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

Oksana Miller, Product Manager

A landscape of changing regulatory and industry dynamics, concerns around inflation, and the debate about digital and crypto currencies resulted in an interesting but challenging quarter.

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.