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Emerging Markets Equityby 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.
Emerging Markets EquityMarch 25, 2021
Leave Your Wallet Behind in China
by Carrie Wang, Associate Product Manager
Read moreMobile payments have reshaped China’s payment landscape, as the country transitions to a cashless economy.
Emerging Markets EquityFebruary 23, 2021
The Electric Vehicle Revolution Charges Ahead
by Angus Shillington, Deputy Portfolio Manager,
Veronica Zhang, Analyst,
Dominic Jacobson, Analyst,
Oksana Miller, Product Manager
Read moreThe transition from conventional cars to electric vehicles (EVs) is accelerating, creating investment opportunities across the EV ecosystem.
Emerging Markets EquityJanuary 12, 2021
Vaccines and Growth Drive 2021 Recovery
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,
Oksana Miller, Product Manager
Read moreA 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.
Emerging Markets EquityJanuary 07, 2021
Barron’s: Chinese Tech Stocks Can Weather Regulatory Scrutiny
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy
Read moreIn 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.
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