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.

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Guest Bloggers

Progress and Improving Sentiment in China

For China’s domestic A-share market, higher participation from foreign investors, especially institutional investors, is a positive development as it can provide greater breadth in the near term and, longer term, can help drive the push for better corporate governance, a better regulatory framework and stricter enforcement.

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Perspective

Emerging-Market Resilience

While emerging markets remain sensitive to macroeconomic indicators and global monetary policy—which means volatility is likely to persist for some time—we see signs confidence is returning to emerging markets and believe it is likely to continue.

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Perspective

Negative Interest Rates: Not Without Consequences

The lower and lower interest rates a number of central banks are introducing in an effort to boost economic growth simply haven’t been working to accomplish that in a meaningful way.

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Guest Bloggers

Meet Our Team: Greg Konieczny

Among frontier countries in Eastern Europe, we view Romania as the most attractive market. There are bargains from a valuation standpoint, and good prospects for further initial public offerings of state-owned enterprises (SOEs) as well as private companies.

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Perspective

Emerging-Market Small Caps: A Distinct Growth Opportunity

In such a low-growth world, investing in smaller EM companies may provide exposure to many of the fastest-growing companies in the fastest-growing countries globally.

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Guest Bloggers

Brazil on the Olympic Stage

There is certainly a risk that Brazil’s political challenges could be prolonged, but the last few months have shown us that there appears to be tremendous support in Brazil’s Congress and among its population in general for a new kind of agenda, one that not only modernizes the state but also modernizes the economy.

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History

Positive Trends and Political Challenges in Poland

We hope that Poland’s leadership recognizes the need for continued reform and that its nationalistic sentiment does not come at the expense of growth, global trade and innovation.

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Perspective

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

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History

A Spiritual Journey in Thailand

It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual emerging markets.