There has been much discussion lately about whether we will have inflation or deflation, and I...
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COVID-19/Coronavirus
For some time now I have been discussing a few key areas in which the healthcare landscape...
Trades seem to be getting more and more crowded, and some investors are concerned that a bubble...
Brazil Rate Hike: A Sign for Emerging Markets?
March 23, 2021Last week the Central Bank of Brazil kicked off a rate-tightening cycle following a sharp rise...
Connected Commerce: Beyond Bricks and Clicks
March 16, 2021The world is not just being recreated click-by-click instead of brick-by-brick; it’s being...
After an extremely challenging 2020—a year that will go down in history as one of the most...
As we get further into 2021, we are more bullish on emerging markets (EM) equities than at any...
2021: The Strongest Growth in a Generation?
February 19, 2021Charles Dickens’s timeless quote—“It was the best of times, it was the worst of times”—may come...
Emerging markets (EM) equities and debt suffered along with other assets when the COVID-19...
Global utility stocks are typically considered defensive in nature because the dependable...
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...