In addition to providing an attractive valuation environment, we believe emerging markets are the most efficient way to access some of the world’s most powerful secular themes: India’s emerging middle class, surging demand for artificial intelligence, and the near-shoring of supply chains.
Investment Management
Emerging Markets Equity 2024: Markets Diverge as a New Cycle Unfolds
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Metals of the Future: Set to See Continued Growth
Corporate Credit Analyst Alexandra Symeonidi explores how the transition to a low-carbon future has shaped demand for copper, lithium, and nickel.
Read moreThree Issues in Zambia
Dan Wood speaks to us from Zambia, where restructuring, mining, and currency appreciation are top of mind for emerging markets debt investors.
Watch the videoIs Angola Ready to Re-engage with the IMF?
Dan Wood speaks to us from Angola, where he seeks to determine if the country is ready to engage with the IMF and whether oil production and privatization will pick up.
Watch the video