Insights

Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.

Insights: Emerging Markets

Market & Economic Insights / 03.02.21

Invest in the future: Health care in emerging markets

Investors commonly see emerging markets as an asset class that requires market timing. That it comes in and out of fashion like turtlenecks and corduroys – just a short-term fad. However, don’t look for reasons this latest investment trend will soon end up in the donation pile.

CIO Insights / 02.05.21

CIO Insights – The beginning of a new cycle

10 observations of the current market and possible implications for investors in 2021.