Skip directly to Accessibility Notice
  • Index Insights

    October 04, 2021

    As we expect more volatility as the Evergrande saga plays out, we take a look at how Chinese equity investors can position their portfolios.

     Read more
    Emerging Markets Equity

    September 22, 2021

    Taiwan and Korea are home to two of the most valuable semiconductor companies in the world. Meanwhile, China is growing as a fertile breeding ground in the space.

     Read more
    Emerging Markets Equity

    August 19, 2021

    India has built one of the world's most sophisticated information technology outsourcing and consulting sectors, which today is quickly reorienting itself toward digital services.

     Read more
    Emerging Markets Equity

    August 16, 2021

    Harnessing Growth: Navigating China’s Regulatory Puzzle

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    Despite recent headlines, we believe that there are forward-looking, sustainable and structural growth investment opportunities in China. In this blog, we share our views on the country's regulatory framework and highlight several interesting opportunities.

     Read more
    Emerging Markets Equity

    July 15, 2021

    Normalization and Change at the Same Time

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

    Oksana Miller, Product Manager

    A landscape of changing regulatory and industry dynamics, concerns around inflation, and the debate about digital and crypto currencies resulted in an interesting but challenging quarter.

     Read more
    Emerging Markets Equity

    June 25, 2021

    Harnessing Growth: China at the Forefront of Sustainable Technology

    by Dominic Jacobson, Analyst,

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller, Product Manager

    Innovative, disruptive, forward-looking and sustainable investment opportunities are beginning to proliferate, both in China and in the China A-Share market.

     Read more
    Index Insights

    May 27, 2021

    The pandemic has created dislocations across all industries in India, and this is reflected in the latest MarketGrader India All-Cap Growth Leaders Index rebalance.

     Read more
    Emerging Markets Equity

    May 25, 2021

    The latest MarketGrader China All-Cap Growth Leaders Index rebalance highlighted the strength of the Industrials sector and the resurgence of the consumer in China.

     Read more
    Emerging Markets Equity

    May 14, 2021

    Harnessing Growth: Brazil’s Transportation Innovators Move Towards Sustainability

    by Patricia Gonzalez, Senior Analyst,

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller, Product Manager

    Brazil is leading in the ESG space in Latin America, paving the way for sustainable investing in the region, which is of utmost importance, given the region's footprint in the global ecosystem.

     Read more
    Emerging Markets Equity

    April 16, 2021

    Structural Growth to Regain Luster, After Style Rotation Calms

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

    Oksana Miller, Product Manager

    The emerging markets outlook for 2021 and beyond continues to be positive as we see considerable potential for strong growth, boosted by Covid-19 vaccine availability, catalyzing a return to “normal” in EM economies.

     Read more


  •