Why EM Debt Investors Shouldn’t Fear the Fed

Why EM Debt Investors Shouldn’t Fear the Fed

The speed and extent of further monetary tightening in the United States is uncertain, and as a result, there are concerns about the impact of rate hikes on future fixed-income returns. But we do not believe investors should be concerned, and this may even be a buying...

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Looking for Leaders—Abroad

Looking for Leaders—Abroad

Looking for the best sustainable value creators in the world? Here’s how we seek to identify them, and why you may want them in your portfolio. Watch the video or read the recap below....

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Will Fed Rate Hikes Shake Up EM Debt?

Will Fed Rate Hikes Shake Up EM Debt?

As noted in previous posts, a number of fears are driving concerns about the future returns of emerging markets (EM) sovereign debt in the midst of interest-rate hikes by the U.S. Federal Reserve (Fed). Having examined two of those fears—that possibility that EM...

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Cheers to the Next 5 Years, Part I

Cheers to the Next 5 Years, Part I

The events of the past year have accelerated the transformation of energy infrastructure and the digitization of the workplace. Olga and Hugo look back and ahead to consider the investment opportunities beyond the headlines. Hugo Scott-Gall: Hello, Olga. It’s nice to...

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Seeking an Edge in Mid-Cap Value

Seeking an Edge in Mid-Cap Value

Investors are always looking for an edge. In the mid-cap value space, a consistent research process and analyst sector expertise may have the potential to provide investing advantages. Watch the video or read the recap below....

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Clouds Clearing for Emerging Markets Debt?

Clouds Clearing for Emerging Markets Debt?

While the near-term outlook for global economic growth remains clouded by a combination of recession fears, inflationary pressures, and the possibility of faster monetary policy tightening globally, we expect an improvement in investor sentiment during the summer and...

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Watching for Widening in EM Debt Spreads

Watching for Widening in EM Debt Spreads

Recent rate hikes by the U.S. Federal Reserve (Fed) have weighed on emerging markets (EM) debt returns, which were already weak in 2021 and the first quarter of 2022 due to investor fears about the impact of the war in Ukraine and Chinese lockdowns. The speed and...

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Episode 31: The Next Political Order

Episode 31: The Next Political Order

According to Gary Gerstle, University of Cambridge professor and author of The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era, we’re moving to a new political order. But will it resemble the welfare state that began with the New Deal? Will it be more like the capitalistic state of recent decades? Or will it be something else entirely? In this episode of The Active Share, Hugo speaks with Gary about what gave rise to the old orders, and what may be coming next.

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The Appeal of Mid-Cap Value

The Appeal of Mid-Cap Value

We believe adding exposure to mid-cap value is a compelling investment strategy in many different economic environments. Mid-cap value equities have also been historically strong performers, and market conditions today might only enhance the potential opportunity they...

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