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.
My Insights
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.
October 21, 2020
Emerging Markets: Rebound and Growth Opportunities
by David Semple, Portfolio Manager
Portfolio Manager David Semple shares his outlook for emerging markets through the end of the year, including growth expectations for China. He also discusses one of the companies he’s most excited to watch heading into 2021: WuXi Biologics.
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.
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.