Country in Focus: Brazil

October 03, 2016 | Emerging Markets

Brazil’s natural advantages are clear — a young and expanding population, a growing middle class, abundant fertile land, a modern agricultural industry, a plethora of natural resources, and beautiful beaches that are tourist magnets.

Country in Focus: Indonesia

August 31, 2016 | Emerging Markets

Emerging markets tend to intrigue investors and policymakers alike, if for no other reason than they are typically quite dynamic economically and politically. For investors, the changing landscape can represent a plethora of opportunities to sniff out sustainable trends early and profit from what are often dramatic swings in market expectations.

Country in Focus: Argentina

June 13, 2016 | Emerging Markets

Argentina is a country with plentiful natural resources, a well-educated labor force, and some of the highest income levels in Latin America. It has a rich, diverse culture and heritage, as well as a very turbulent past. Argentina’s story essentially centers on the questions of ‘what’ and ‘why.’ The former is less contentious, while the latter remains quite vexing.

Country in Focus: Italy

April 06, 2016 | Emerging Markets

Italy is the third largest economy in the eurozone. It is the second most visited country in Europe, and has become a pillar of modern design for everything from high-fashion clothing to luxury sports cars. With its famous culture, architecture, and palatial landscapes on one hand, and its state-of-the-art, high-end auto industry on the other, Italy often represents an intersection of old and new.

Country in Focus: China

February 26, 2016 | Emerging Markets

As long-term investors, we aim to see the big picture globally and keep our focus on the structural characteristics that should affect a country over time. China remains one of the countries where we see scope for continued outperformance in terms of economic growth, as well as a destination for many profitable investment opportunities.

Country in Focus: India

December 21, 2015 | Emerging Markets

India is currently one of the fastest growing economies in the world, in addition to being one of the largest. It is likely to surpass Italy and Brazil in nominal GDP within a year or so, and it will almost certainly surpass China as the fastest growing major economy in 2015.

Country in Focus: Russia

September 16, 2015 | Emerging Markets

Russia has claimed its fair share of news media headlines in the past two years, starting with allegations over the country’s covert involvement in the initial uprising in Ukraine and subsequently its annexation of Crimea in March 2014.

Country in Focus: Brazil

March 27, 2015 | Emerging Markets

Brazil is the world’s seventh-largest economy and its population of over 200 million continues to gain purchasing power. The middle class is growing, and accounts for more than half of consumers. Millions have been lifted out of poverty, but government intervention in the economy continues to cause...

Emerging Markets Investing

March 17, 2015 | Emerging Markets

The long-term growth prospects in many of the world’s developing economies are extraordinary, even more compelling when compared to the slow growth of the developed world. The consumer markets in many of these countries are large, with rapidly expanding middle class populations...