What’s Shaping India? 5 Emerging Trends

Jeremy Murden
Global Equity

In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights on India’s economic potential, growth drivers, and consumer demand across many...

4 Reasons to Get Excited About HVAC

Monika Budyn
Global Equity

Investment analysts are constantly asking themselves: Is growth in my sector getting better, getting worse, or staying the same? And looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are...

Emerging Markets — Beyond China

Romina Graiver, Partner
Global Equity

China has exhibited one of the most transformational evolutions ever seen in emerging markets (EMs), with its weight in the MSCI EM Index doubling over the past five years. But China’s own dynamic and mega-cap...

Innovative Strategies Help Overcome ESG Hurdles

Yvette Babb
Emerging Markets Debt

Events of 2022—including Russia’s invasion of Ukraine and the associated energy crisis in Europe; extreme weather conditions globally; and the political polarization of environmental, social, and governance (ESG) factors in advanced economies, most notably the...

ESG Considerations in Frontier Markets

Yvette Babb
Emerging Markets Debt

ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. Watch the video or read the recap below. Mike: Hi, everyone....

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