Information on performance, markets, attribution and positioning.
We see abating macro headwinds, structural reforms, and good prices for extraordinary companies.
Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.
China's experiments in shopping are moving into high gear. The world needs to pay attention.
Investor perceptions are still catching up to the reality of China’s global tech leadership.
But there is an abundance of investment opportunity there, nonetheless.
We believe emerging markets have turned a corner and will continue their positive performance.
Adding small- and mid-cap stocks can help optimize an emerging market equity portfolio.
ESG factors are an important consideration for evaluating small- and mid-cap EM stocks.