Viewpoints

How can you find growth in times of panic? Difficult markets are not to be feared. Investors need an optimistic resolve and a clear roadmap: identify businesses with sustainable and predictable earnings streams, pricing power, and lower leverage, and avoid stocks trading at exorbitant multiples that are vulnerable to higher discount rates.

Emerging market bond investors need not fear rising US Treasury yields. Senior Portfolio Manager Thierry Larose shows you why.

Here we lift the lid on how typical ESG scoring models work in fixed income, with the help of some real-world examples that will help explain why some companies score well and others poorly. Some of the results will surprise you.

Despite current headwinds, emerging-market equities are ripe with opportunity for active long-term investors. Valuations appear attractive relative to developed markets, the gap in GDP growth between EM and developed countries is expected to widen again from next year, and a resurgence in China has the potential to spur a strong comeback in EM equities.

Vladimir Lenin believed that “Soviet power plus the electrification of the whole country” would lead to triumph over the west. His namesake in today’s Kremlin is using gas exports as an economic weapon. Europe is looking for technological solutions such as heat pumps to wriggle out of the Russian bear’s warm embrace.

Credit Analyst Jim Stahl tunes into the US radio industry and explains why radio is experiencing a resurgence thanks to digital marketing and podcasting.

The lockdown in Shanghai is sending shockwaves through markets while the Chinese government is trying to handle the health crisis without losing face. Still, things seem to have stabilized, and there are hopes that the leadership will crank up the economy. Markets would benefit, and so could stock pickers, according to our mtx equity experts.

Opportunities to generate alpha are abundant in emerging market corporate bonds, according to Head of EM Corporates, Wouter van Overfelt.

Like the end of a long evening of revelry, the decline in the fortunes of momentum growth and value companies leaves the Quality Growth investors, in our opinion – still standing. Companies with pricing power, low debt, and consistent earnings may be the slow but steady winners in the race to beat the market.