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  • Emerging Markets Equity

    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.

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    Emerging Markets Equity

    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.

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    Emerging Markets Equity

    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.

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    Index Insights

    May 27, 2021

    The pandemic has created dislocations across all industries in India, and this is reflected in the latest MarketGrader India All-Cap Growth Leaders Index rebalance.

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    Emerging Markets Equity

    May 25, 2021

    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.

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    Emerging Markets Equity

    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.

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    Emerging Markets Equity

    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.

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    Emerging Markets Equity

    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.

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    Emerging Markets Equity

    February 23, 2021

    The Electric Vehicle Revolution Charges Ahead

    by Angus Shillington, Deputy Portfolio Manager,

    Veronica Zhang, Deputy Portfolio Manager and 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.

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    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.

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