Investment Adventures in Emerging Markets

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Perspective

Three Words for Brazil

In our view, a more market driven economic approach in Brazil, together with a reduction in bureaucracy, should benefit both the people of Brazil and investors in the country, but our investment metrics suggest that a number of businesses with strong management and attractive positions in their markets are well placed potentially to prosper even in a business-as-usual environment.

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Perspective

Focus on Long-Term Fundamentals, Not Fears

I can’t say when this current bout of market volatility will end, but I can say, based on decades of experience navigating the markets, that it won’t last forever. And, it will bring potential opportunities for the savvy investor who knows where to look.

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Perspective

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks

We remain convinced that the boundaries of emerging-, frontier- and developed-market stocks will continue to converge and offer investors significant potential opportunities in their portfolios—no matter how they are labeled—in the years to come.

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Perspective

Emerging from the Global Competitiveness Ranks

As markets around the world fall in and out of favor among investors based on many different factors, I think the need to diversify becomes ever more important. You don’t want to have all your eggs in the wrong basket at the wrong time. There are always opportunities, if you know where to look.