Insights & Outlook

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 & Outlook: Emerging Markets

Market Perspectives / 12.17.19

2020 global outlook — Poised for a rebound?

Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?

Market Perspectives / 11.11.19

Emerging markets: A re-emerging opportunity

Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.