Commentary

Investing in an Emerging World Order. Part 3

In the final part of our series on global supply chains, portfolio managers Inbok Song and Sherwood Zhang look at the companies that are reconfiguring their networks and portfolio manager Vivek Tanneeru gives his assessment on the investment opportunities.

Commentary

Investing in an Emerging World Order. Part 2

In the second part of our series on global supply chains, portfolio managers Inbok Song and Peeyush Mittal examine the regions and countries that may benefit from industries and companies shifting operations.

Commentary

Investing in an Emerging World Order. Part 1

In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.

Commentary

U.S. Executive Order on Investing in China

Andy Rothman provides his assessment of the Biden Administration’s executive order on certain investments in China.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

The Coming Collapse of China?

Is it vogue to be pessimistic about China’s economy? Andy Rothman explores.

Commentary

Korea: Innovation, Improving Corporate Governance and a Pop Culture Powerhouse

Korea has emerged as a global powerhouse in many industries. Read Portfolio Managers Elli Lee and Sojung Park’s latest on how Korea continues to create new opportunities for investors.

Commentary

Q2 2023 CIO Review and Outlook

CIO Robert Horrocks, Ph.D., says peaking interest rates may strengthen the case for quality growth stocks in emerging markets.

Commentary

The Sun is Rising

Portfolio manager Shuntaro Takeuchi says Japanese equities, for so long a market of false dawns, may now be stirring up investment opportunities that finally present Japan as a long-term growth market.

Commentary

Postcard from India: Day at the Dump

India is making bold moves in ‘new energy’ and decarbonization and our recent trip reinforced our reasons to remain bullish.

Commentary

Sinology On-the-Ground in China

Andy Rothman provides a first-hand perspective from his first trip to Shanghai and Beijing since the start of COVID in 2019.

Commentary

What Changed with the Pandemic (And What Didn’t)

Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.

Commentary

Macro Tailwinds for Emerging Markets

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

Three Extraordinary Years in Emerging Markets. Part 3

Portfolio manager John Paul Lech explores the defining changes of the last three years. Here he explains how he is navigating the new era of rising interest rates and financial tightening.

Commentary

Three Extraordinary Years in Emerging Markets. Part 2

Portfolio Manager John Paul Lech explores the defining changes of the last three years and how they have informed his approach to the years ahead.