We have consistently been attracted to three investment themes in China—healthcare, consumer, and technology—and believe COVID-19 enhances the opportunities they present.
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COVID-19/Coronavirus
The overall picture for emerging markets debt (EMD) remains clouded by uncertainty around...
Grappling With Gridlock: U.S. Election Update
October 30, 2020As we approach Election Day in the United States, polls and betting markets have seen some...
Navigating Uncertainty: Elections and COVID-19
October 29, 2020It’s often said that “we live in interesting times,” and that phrase certainly applies today. A...
Investors are preoccupied with inflation for good reason: It affects interest rates,...
The commitment of companies and investors to environmental, social, and governance (ESG)...
Global real-estate stocks have performed poorly given uncertainty surrounding the dependability...
COVID-19 Accelerates Trends in Emerging Markets Corporate Debt
October 13, 2020As an asset class, emerging markets corporate debt has shown quite a bit of resiliency. Longer term, we think the COVID-19 crisis will likely accelerate trends that were already underway.
The current environment opens up a number of opportunities for managers who look at fundamental...
As a discretionary good, sportswear may seem an unlikely winner in the wake of COVID-19. But...
Digital Payments and Aerospace—Diverse Growth Opportunities
July 16, 2020New-economy digital business models proved resilient and defensive amid the pandemic-induced...
Historically, a combination of high yield and minimal default risk has led emerging markets...