Skip directly to Accessibility Notice
Thought Leaders - David Semple
Portfolio Manager, Emerging Markets Equity Strategy

About David

With 30 years of dedicated professional investment experience in emerging markets equities, David brings perspective and insight gleaned from his Strategy’s pursuit to discover investment opportunities in exceptional emerging markets companies that exhibit forward-looking, visible and persistent growth trends. David and his Team interact frequently with company managements in emerging markets countries, and he is able to translate those conversations into meaningful investment ideas. David shares his insights on the state of emerging markets economies and investment opportunities across numerous media outlets, industry panels and conferences.   

Meet the Man Behind Emerging Markets Equity.

My Insights

Emerging Markets Equity

November 13, 2020

Harnessing Growth: Online Food Delivery Brings It

by Dominic Jacobson, Analyst,

Ola El-Shawarby CFA, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.

Emerging Markets Equity

October 12, 2020

Emerging Markets Rebound as Normalcy Recovers

by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.

Emerging Markets Equity

September 03, 2020

Harnessing Growth: Investing in Africa’s Digitization Innovators

by Ola El-Shawarby CFA, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

When it comes to digitization, many African countries remain underpenetrated compared to other emerging markets. We believe this creates alpha generation opportunity in the region.