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Emerging Markets Equity
India Is NOT the Next China

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

Bw india is not the next china 620x349
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.

Bw risks are rising for a hard landing in turkey 620x349
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.

Bw global focus fund lots of value without the label 620x349
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.

Bw raising a mug to the world cup 620x349
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
Emerging Markets Equity
Putting Emerging Markets Volatility in Perspective

Recent emerging market volatility may be more a bond than stock market phenomenon.

Bw putting emerging markets volatility in perspective 620x349
By
Justin Leverenz
| May 14, 2018
Global Equity
Investing in Russia's Resurgence

Thanks to a convergence of variables, this emerging market could be poised to shine.

Bw investing in russias resurgence 620x349
By
Justin Leverenz
| February 07, 2018
Emerging Markets Equity
Monetizing Innovation in Emerging Markets

We look to emerging markets to capitalize on tomorrow’s transformation.

Bw monetizing innovation in emerging markets 620x349
By
Heidi Heikenfeld
| January 29, 2018
Emerging Markets Equity
On the Ground in China: Observations from the Middle Kingdom

As China matures, its evolving regime is focusing on sustainable growth over rapid growth.

Bw on the ground in china observations from the middle kingdom 620x349
By
Justin Leverenz
| January 26, 2018
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