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Emerging Markets Equity
Ride Hailing in Emerging Markets Is More Than Transport

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

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By
Justin Leverenz
&
Bhavtosh Vajpayee
| November 21, 2018
Emerging Markets Equity
The Future of E-Commerce and Retail Will Be Written in China

China's experiments in shopping are moving into high gear. The world needs to pay attention.

Bw the future of ecommerce and retail will be written in china 620x349
By
Justin Leverenz
&
Bhavtosh Vajpayee
| September 26, 2018
Equities
LNG: Bury Old Myths, Embrace New Reality

Global interest in cleaner fuels is helping to increase the demand for liquefied natural gas.

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By
Justin Leverenz
&
Oleg Maksimov
| August 30, 2018
Emerging Markets Equity
Why China Is a New Nexus of Innovation and Creativity

Investor perceptions are still catching up to the reality of China’s global tech leadership.

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By
Justin Leverenz
&
Bhavtosh Vajpayee
| August 24, 2018
Emerging Markets Equity
India Is NOT the Next China

But there is an abundance of investment opportunity there, nonetheless.

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By
Justin Leverenz
&
Tan Van Nguyen
| August 17, 2018
GrowthSpotting
A Softer Cycle for the Semiconductor Industry

Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.

Bw a softer cycle for the semiconductor industry 620x349
By
George R. Evans
&
Alice Fricke
| August 07, 2018
Emerging Markets Equity
Risks Are Rising for a Hard Landing in Turkey

Heavy reliance on credit and a less favorable global monetary backdrop may spell trouble for Turkey.

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By
Justin Leverenz
&
Oleg Maksimov
| July 24, 2018
Global Equity
Global Focus Equity UCITS: Lots of Value without the Label

Strategy name reflects its more concentrated approach, not a change in management style.

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By
Randall Dishmon
| July 13, 2018
GrowthSpotting
Raising a Mug to the World Cup

Beer comprises 75% of the global alcohol market, and rising mass affluence is bringing a shift to premium beers.

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By
George R. Evans
&
Alice Fricke
| June 29, 2018
Global Equity
Investing in the Soaring Popularity of Gaming

The gaming industry has created a range of potential opportunities for investors.

Bw investing in the soaring popularity of gaming 620x349
June 15, 2018
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