2017 Emerging Markets Mid-Year Update

The synchronous global cyclical recovery is supportive for key emerging markets.

In With the New

China’s new consumer middle class affords innovative business models a once-in-a-generation opportunity.

Case for an Unconstrained Bond Portfolio

An unconstrained approach allows flexible risk allocation in dynamic market conditions.

Affordable Housing in India

If executed well, the “Housing for All by 2022” scheme is a big opportunity as a multiplier effect that traverses sectors.

Compelling Opportunities in Emerging Markets

We believe that we are in the early innings of a sustainable rally in the asset class.

Asian Equities – Different this Time?

Highly active management in Asia may be poised for a renaissance.