Featured Insights


Chart of the Week

EM STOCKS: ROOM TO MOVE

Source: Bloomberg, 9/30/17. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment. 

EM Stocks: Room to Move

Chart of the Week

Market Snapshot

U.S. growth: Mixed signals

The Fed looked toward a December hike as a more varied picture emerged; Catalonia chose to pause; China prepared for its 5-year People's Congress


Featured Insights

Investment Insights
Oct 03
Investment Insights

Above the Noise

Connecting the Unconnected

October 03, 2017

The enthusiasm with which information technology, whether it be e-commerce, social media or FinTech, is being embraced in emerging markets is far greater than many realise.

Investment Insights
Sep 21
Investment Insights

In Conversation...

The What, Why and How of active ESG integration

September 21, 2017

David Sheasby, Head of Stewardship & ESG at Martin Currie, discusses the merits of integrating environmental, social and governance (ESG) factors into investment decisions.

Investment Insights
Sep 19
Investment Insights

Above the Noise

EM and the Fintech Edge

September 19, 2017

Buzzwords tend to fizzle out as quickly as they come into fashion. But one concept has gained significant importance for emerging markets (EM) in recent years.

Investment Insights
Sep 19
Investment Insights

Above The Noise

Days numbered for the internal combustion engine?

September 19, 2017

Technological progress and broader pressure to deal with pollution – climate change – are rapidly conspiring against the internal combustion engine (ICE).

Investment Insights
Aug 30
Investment Insights

Global Emerging Markets

EM and the Quantum Leap of Technology

August 30, 2017

Emerging markets are still widely viewed as dependent on the materials and energy sectors. This is out of synch with reality.

Investment Insights
Aug 11
Investment Insights

Global Emerging Markets

The case for active management

August 11, 2017

Emerging markets look well placed to outperform developed markets as profitability recovers. That said, the growth outlook across these markets is asymmetric in nature. Demographic and political trends are also widening across the asset class. With that in mind, investors need to think carefully about how best to access the long-term growth story these markets can offer. In particular, should investors opt for a passive or active approach?

Investment Insights
Aug 11
Investment Insights

Emerging market equities - a reality check

August 11, 2017

Despite their more attractive growth and secular tailwinds, many investors have historically been hesitant to invest in emerging markets (EMs). The reasons for this include concerns around currency volatility, political instability and economic over-reliance on commodities and resources. This view is increasingly outdated, however.

Investment Insights
Aug 04
Investment Insights

Global Emerging Markets

China: Clearer Skies Ahead

August 04, 2017

Extreme pollution levels are probably why, unlike the US (which withdrew from the agreement), China remains committed to Paris and Xi Jinping is very unlikely to allow his country to weaken its resolve.

Investment Insights
Jul 18
Investment Insights

Global equities:

Emerging Markets: The Why and The How

July 18, 2017

Finding capital returns is a difficult challenge in a world of low growth expectations and low interest rates. Yet in this environment, emerging markets (EMs) can offer attractive access to equity growth potential.

Investment Insights
Jul 01
Investment Insights

The Case for Global Equity Income

July 01, 2017

It is safe to say that savers globally find themselves in quite a predicament. The loose (and unorthodox) monetary policy conditions that followed the global financial crisis have not been unwound and look like they will last even longer. With the central bank liquidity taps open, asset markets are becoming increasingly dysfunctional. Indeed, investors appear to be looking to bonds for capital appreciation rather than income, a curious situation that has helped drive yields from already low levels, to rock bottom.

Investment Insights
Jun 12
Investment Insights

ESG

Staying ahead of the Cyber threat

June 12, 2017

Recent high-profile attacks globally have underlined the paralysing effect that hackers can wreak even on large, seemingly sophisticated, organisations. As investors, we take cybersecurity very seriously and are assigning an increasing weight to this issue in our analysis and company engagement.

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