Insights

Local know-how goes a long way in emerging markets (EM). Regional e-commerce and consumer companies are increasing market share by adapting to local preferences. Some quality companies are benefiting from this and other EM trends, such as expanding demographics in the online gaming market and rising barriers to entry in semiconductors.

Portfolio Manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations.

Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US.

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid.

Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share.

In the latest Global Market Outlook, our specialist team for quantitative investment and active risk premium management explains what the models are signaling while a wave of risk aversion sweeps the market environment.

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation.

Portfolio Manager Donny Kranson discusses monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections.

The nature we depend on is bleeding as natural habitat is cleared to support population growth, consumption and waste. Nature, society and the health of our portfolios are interlinked. This blog ties biodiversity hot spots to the impact of individual companies. Get ahead of risk and regulation.