White Papers
DECEMBER 2022
Emerging Markets: A Bright Spot for Investors?
Our portfolio managers share their thoughts about what to expect from emerging markets in 2023.
Navigating China’s Property Market
AUGUST 2023
While investing in the Chinese property bond market is challenging, our emerging markets debt team sees light at the end of the tunnel.Download PDF
China: A Deeper Look—Political and Governance System
March 2023
To better understand this complex structure, it is critical to look beyond the headlines.
China: A Deeper Look—Economic System
March 2023
China’s economic system is unique. Learn about the pivotal market reforms that continue to impact China’s economy today.
China: A Deeper Look—Society and Foreign Policy
March 2023
Gain insights on the complex values, challenges, and perspectives that shape China’s society and foreign policy.
Emerging Markets—Beyond China
March 2023
Beyond China, we believe emerging markets may offer an attractive and differentiated opportunity set.
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4 Reasons to Look at Asia
February 2023
Supply-chain disruptions are easing as foreign direct investment flows increase.
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Emerging Markets Equities: Positioned for a Rebound?
December 2022
The bear market in emerging markets equities seems long in the tooth in terms of time, price, and multiples.
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Emerging Markets Debt: Clearer Skies Ahead?
December 2022
2023 looks promising for emerging market (EM) debt, which appears attractively valued.
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Seeking Value
September 2022
Value investing, says our U.S. value equity team, is like seeking a four-leaf clover in a field of three-leaf clovers. And to do that, they take a particularly collaborative approach.
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Metals of the Future Drive Opportunities in Frontier Markets
July 2022
Metal exporters in emerging markets may be underappreciated because regulation and consumer preferences are creating demand for clean transportation, and we believe this demand will drive strong growth in copper, aluminum, nickel, cobalt, and lithium.
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Should Emerging Markets Debt Investors Be Afraid of the Fed Hiking Cycle?
June 2022
Should emerging markets debt investors be concerned about recent U.S. rate hikes, or could this be a buying opportunity?
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Rising to Meet the Climate Challenge
March 2022
Our society is in a race against time to decarbonize, and we seek to identify companies that have the potential to catalyze positive change.
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The Shift to the Cloud
February 2022
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Emerging Markets: A Great Awakening
January 2022
Two years after COVID-19 emerged, we share our thoughts about how EM equity and debt are likely to fare in this reawakening.
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Financial Inclusion Drives Investment Opportunities
December 2021
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Rise of Electric Vehicles: Impact on Commodities and Emerging Markets
August 2021
We discuss the rise of electric vehicles and its impact on the utilization of several key metals.
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ESG Integration Across the Cap Spectrum
June 2021
With large- and small-cap companies in different stages of ESG adoption, tracking, and reporting, we believe investors should take a tailored approach to engagement to drive the most positive outcomes.
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ESG Integration: A More Holistic View
June 2021
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Why International Leaders ADR for Your International Exposure
February 2021
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Emerging Markets: Looking Ahead
FEBRUARY 2021
A year after COVID-19 emerged, we’re bullish on the outlook for emering markets equity and debt.
Low-Inflation Nation
October 2020
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Identifying Growing Large Caps in Growing Industries
AUGUST 2020
In this Q&A, our large-cap growth portfolio managers discuss their pursuit of structurally advantaged companies.
The Spread Over Sovereign Framework
July 2020
2020 Outlook for Sovereign Debt Restructurings
June 2020
Emerging Markets: Exploring Opportunities and Navigating the Path Ahead
June 2020
India in 2020: Active Perspectives on India’s Evolution
MAY 2020
Opportunities and Challenges for Emerging Markets Debt Investors
APRIL 2020
Why We're Paying Close Attention to Digital Payments
February 2020
Why ESG Matters in Emerging Markets
February 2020
We examine the growing materiality of ESG factors to investing in emerging markets, exploring both risks and opportunities.
2020 Outlook for Emerging Markets Debt
February 2020
ESG in Emerging Markets Debt
January 2020
Investing for Impact: Our Take
May 2019
Client Focus: Women in Investment Management
September 2018
In investing and other arenas, women are trending higher—and their voices, together, can improve decision-making and success.
Three Investible Themes in China A-Shares
August 2018
Automotive Industry Update
June 2018
Learn how advanced driver-assistance systems, ridesharing, and electric vehicles are driving change across the automotive industry.
GICS Reclassification
March 2018
Why China A, Why Now?
January 2018
The domestic Chinese equity markets offer unique investment opportunities—yet they have been largely neglected by institutional investors.
How We Integrate ESG Factors
July 2017
Adding Science to the Art of Active Management
May 2017
Portfolio Manager Ken McAtamney explains why he believes adding more science to the art of investing may help active managers compete.
ESG Investing and Portfolio Integration
November 2016
Interest in ESG factors is expanding at a rapid pace among institutional and retail investors around the world.
Disruption, Innovation, and Investing for the Future
January 2016
The ability to generate consistent alpha is essential for survival in the asset-management industry amid increasing disruption.
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