Featured Insights


Chart of the Week

U.S. JOBS: SLOWER ISN'T SLOW

Chart Courtesy of Western Asset Management.  Source: U.S. Bureau of Labor Statistics, as of Nov 30, 2018. 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.

U.S. Jobs: Slower isn't slow

Chart of the Week

Market Snapshot

China's growth: Behind the numbers

China’s growth figures were unexciting, but the trade picture may be improving; U.S. consumers spent well in November; Mario Draghi stuck to the ECB’s plan, but didn’t sound cheerful about it.


Featured Insights

Investment Insights
Oct 29
Investment Insights

Contagion Contained

October 29, 2018

It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

Investment Insights
Oct 25
Investment Insights

Have US Markets Run Out Of Rocket Fuel?

October 25, 2018

Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?

Investment Insights
Sep 27
Investment Insights

Beware Consensus View

September 27, 2018

Earnings growth has been a driver for emerging markets in recent years. Now, amid a backdrop of trade conflicts and political & economic uncertainty in some quarters, earnings downgrades appear to give investors pause for thought.

Investment Insights
Sep 21
Investment Insights

Above the Noise

Is ESG really necessary? US$80 trillion says it is

September 21, 2018

The days of treating ESG as a choice are numbered

Investment Insights
Sep 07
Investment Insights

Navigating Emerging Markets

Mexico's New Deal

September 07, 2018

Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.

Investment Insights
Aug 23
Investment Insights

The Greater Fool Theory

August 23, 2018

After the longest US bull market in history, some caution should be taken on valuations.

Investment Insights
Aug 22
Investment Insights

Why Turkey Is Not An EM Portent

August 22, 2018

Trade is the topic du jour, with Washington having set off an apparent chain reaction in its push to extract concessions from trading partners, whether it be China, its North American Free Trade Agreement peers, the EU, or more lately – Turkey.

Investment Insights
Aug 14
Investment Insights

How Material Are ESG Ratings?

August 14, 2018

Blind reliance on companies' environmental, social and governance (ESG) ratings is problematic for investors. Individual companies can receive different scores depending on the ratings provider, while some companies can look better than others simply because they have more resources devoted to reporting.

Investment Insights
Jul 30
Investment Insights

Global Equity Income

US Labour Market: As Tight As It Gets

July 30, 2018

Anemic wage growth in the US has been a central concern of economists in recent years, in no small measure due to its dampening effect on consumption. However, fast forward to the summer of 2018 and the situation is changing rapidly, driven by the tightening labour market.

Investment Insights
Jul 20
Investment Insights

Emerging Markets

What AMLO Means For Mexico

July 20, 2018

Left-leaning Andres Manuel López Obrador (also known as AMLO) won the Mexican presidential election with 53.7% of the country’s vote – with his party, Morena, and its coalition partners together securing a majority of seats in the congress.

Investment Insights
Jul 04
Investment Insights

Japanese equities

Kaizen for corporate governance

July 04, 2018

For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.

Investment Insights
Jun 28
Investment Insights

The EM trends that matter

June 28, 2018

Many investors have historically been hesitant to invest in emerging markets, concerned about currency volatility, political instability and an over-reliance on commodities. Yet this view is increasingly outdated as the sector evolves and becomes more resilient.

Investment Insights
Jun 15
Investment Insights

India's mobile revolution

Give Me A Smartphone, And I Shall Move The World

June 15, 2018

The rate of tech adoption in India is fundamentally changing the economic landscape -- primarily enabled by the increasing use of smartphones, which have seen phenomenal growth thanks to low-cost handsets and cheap data.

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