White Papers

DECEMBER 2023

Emerging Markets 2024: Unlocking Value in Uneven Terrain

Emerging markets may be regaining their footing as easier monetary conditions could drive growth in 2024 for both equities and debt alike. 

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: A Bright Spot for Investors?

December 2022

Our portfolio managers share their thoughts about what to expect from emerging markets in 2023.Download PDF

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

We believe the digitalization of corporate America—more specifically the expansion of the public cloud—is one of the more significant investment trends we have experienced given its vast growth potential.
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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

Emerging markets debt investors can gain exposure to financial inclusion via companies with diverse geographies, business operations, and risk profiles.
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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

We believe integrating sustainability factors alongside rigorous, fundamental research provides a holistic assessment of corporate risk and opportunities.
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Why International Leaders ADR for Your International Exposure

February 2021

Investors seeking to diversify portfolio exposure beyond U.S. companies may want to consider ADRs.
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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.

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Three Pillars of International Investing

DECEMBER 2020

Today’s investors may be handicapping their return potential by not considering international stocks.

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Low-Inflation Nation

October 2020

Olga Bitel untangles misconceptions about inflation and predicts its path after COVID-19.
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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.

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The Spread Over Sovereign Framework

July 2020

Opportunities to create better risk-adjusted portfolios using corporate debt have emerged.

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2020 Outlook for Sovereign Debt Restructurings

June 2020

Historically, markets have overestimated the probability of emerging markets debt default and underestimated eventual recovery rates.

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Emerging Markets: Exploring Opportunities and Navigating the Path Ahead

June 2020

Three of our PMs discuss challenges and opportunities for EM equity and debt investors.

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India in 2020: Active Perspectives on India’s Evolution

MAY 2020

We are excited about India’s potential, but its evolution will likely be rocky.

VISIT MICROSITE

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Opportunities and Challenges for Emerging Markets Debt Investors

APRIL 2020

We share our latest thoughts on investment opportunities across emerging markets debt.

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Why We're Paying Close Attention to Digital Payments

February 2020

The series of connections and interactions that take place a few seconds after you swipe your credit card or click “purchase” presents a compelling investment opportunity.

VISIT MICROSITE

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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.

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2020 Outlook for Emerging Markets Debt

February 2020

A number of factors lead us to think the outlook for emerging markets debt is positive.

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ESG in Emerging Markets Debt

January 2020

Members of our Emerging Markets Debt team discuss how they view and integrate ESG factors in a highly analyst-driven approach.

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