Investment Adventures in Emerging Markets

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Perspective

Thai People Mourn Loss of Their King

There are concerns that political differences could again re-emerge in Thailand that have in the past been destabilizing. However, in our view, the backdrop to a royal succession has improved drastically in recent years.

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Perspective

Emerging Markets Q3 Recap: Sentiment Remains Strong

Companies in the consumer-related sectors and information technology are particularly attractive to us in the current environment, especially as technology is becoming more integral and competitive in emerging markets.

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Perspective

Mexico Entangled in US Election as Banxico Tightens

Regardless of statements about more restrictive trade, it will be very difficult if not impossible for US-Mexico trade to be destroyed since the links are too deep between the two countries.