mtx EM Equities
Seeking to invest in leading businesses with high and growing profitability, leading industry positioning and strong sustainability characteristics in emerging markets, Asia and China.
Emerging Market Equities: Outlook Q2 2019
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Review and Outlook
After a negative 2018, equity markets rallied in Q1 2019. Roger Merz, Head of mtx Portfolio Management, explains why he believes emerging market equities will remain attractive in Q2.
Topic of the Quarter: Chinese Real Estate
The Chinese residential real estate market faced strong headwinds in 2018 with analysts expecting a negative sales growth rate for 2019. Thomas Schaffner, Senior Portfolio Manager, explains why he expects leading property developers in China to continue generating strong revenue and profit growth despite a relatively challenging environment.
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