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
October 12, 2020
Emerging Markets Rebound as Normalcy Recovers
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy
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.
August 12, 2020
Harnessing Growth: Trend Acceleration in Brazil’s Digitization Leaders
by Patricia Gonzalez, Senior Analyst,
David Semple, Portfolio Manager, Emerging Markets Equity Strategy,
Oksana Miller , Product Manager
Digitization, telemedicine and video gaming are among the sectors and industries experiencing unprecedented growth acceleration across emerging markets.
July 30, 2020
What Bifurcation in China and LatAm Means for Investors
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy
Portfolio Manager David Semple offers his views on how U.S.-China relations may impact investors, our approach to investing in Latin America and highlighted structural growth companies in our strategy.