Global utility stocks are typically considered defensive in nature because the dependable...
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COVID-19/Coronavirus
The COVID-19 pandemic has caused sudden and widespread disruption of activity across many...
Convergence: 5 Growth Themes Shaping the Future
November 30, 2020The world is rapidly changing: Enabling technologies are becoming less expensive and more...
The Case for Local Currency Emerging Markets Debt
November 23, 2020We expect emerging markets (EM) debt issues in local currency to outperform other fixed-income...
We have consistently been attracted to three investment themes in China—healthcare, consumer,...
The overall picture for emerging markets debt (EMD) remains clouded by uncertainty around...
Grappling With Gridlock: U.S. Election Update
October 30, 2020As we approach Election Day in the United States, polls and betting markets have seen some...
Navigating Uncertainty: Elections and COVID-19
October 29, 2020It’s often said that “we live in interesting times,” and that phrase certainly applies today. A...
Investors are preoccupied with inflation for good reason: It affects interest rates,...
The commitment of companies and investors to environmental, social, and governance (ESG)...
Global real-estate stocks have performed poorly given uncertainty surrounding the dependability...
COVID-19 Accelerates Trends in Emerging Markets Corporate Debt
October 13, 2020As an asset class, emerging markets corporate debt has shown quite a bit of resiliency. Longer term, we think the COVID-19 crisis will likely accelerate trends that were already underway.