All Emerging Market articles – Page 21
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Shining a spotlight on solar in China
Advancements in technology and innovation are allowing more sunlight to be converted into energy, and the scope for future growth is considerable.
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Emerging Markets Charts & Views - Navigate the cyclical recovery and ride the long-term opportunities in energy transition and Asia
The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across advanced and emerging economies, hinging critically on the virus cycle and the success of vaccine campaigns.
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Time to rethink value versus growth
How should investors position their portfolios after more than a decade of disappointing value returns?
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Why active investing is an attractive approach for Japanese equities
The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies.
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Global Emerging Markets positive impact case study: Richter Gedeon Nyrt
In this case study, we demonstrate how current holding Richter Gedeon Nyrt is creating positive impact aligned to the Sustainable Development Goals (SDGs).
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Approaching Apogee
Even as the U.S. economy rockets higher, last week’s jobs miss will start to raise questions about what is a sustainable trajectory.
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Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic
The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.
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“Principled Investing” What it means and why it matters?
“Principled Investing” broadens the definition of fiduciary. It encompasses the Principal Global Equities’ culture, team structure, investment beliefs and process disciplines, including our evolving approach to Environmental, Social and Governance (ESG) investing. It is a fitting two-word summation of our purpose and mission to improve client outcomes.
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Why now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
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Three Segments, Multiple Opportunities in Emerging Markets
Brandywine Global discusses a flexible approach to emerging markets, to take advantage of opportunities presented by macroeconomic cycles while also responding actively to risks.
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Equity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
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The Evolution Of China’s Lending To Emerging Markets
Why we expect a more selective approach in the future.
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Emerging Markets: The Post-Pandemic Promise
From the height of the pandemic to today, our Emerging Markets Equity Team’s conviction in the growing structural advantages of emerging markets has only strengthened.
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Meeting Room Webcast: Sustainable Global Equity
Announcing the upcoming launch of our Sustainable Global Equity Strategy, join Martin Todd, Lead Portfolio Manager, Ingrid Kukuljan, Head of Impact & Sustainable Investing, and Henry Biddle, Deputy Portfolio Manager, as they discuss how the strategy seeks to target financial outperformance and positive outcomes through high-conviction investment companies leading the sustainability transition.
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Emerging Market Green Bonds - Report 2020
The pandemic and its multiple effects hit the global economy hard in 2020. Consecutive waves of infections and extended or renewed lockdowns and other social distancing measures not only depressed economic activity but also had profound social effects.
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Taking a long-term view
Our private ownership and strong balance sheet afford us the ability to maintain a long-term focus
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Resilient Recovery Stocks Transcend the Growth-Value Divide
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.
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Shifts & Narratives #1 - Do not give up on fundamental valuations
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.
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Market Scenarios and Risks - April 2021
Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
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Macroeconomic Picture - April 2021
United States: thanks to fiscal aid and still extremely accommodative monetary policy, the US economy will likely recover much of the ground lost during 2020, returning to prepandemic levels around mid-year, while the labour market will take longer to recover fully.