Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
Nick Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the opportunities and risks of investing in family-controlled companies.
Family ties constitute a formidable force in both business and investing. Glen Finegan, Head of Global Emerging Market Equities, discusses the merits of family-owned firms as long-term investment opportunities within global emerging markets.
Ash Alankar discusses in Pensions & Investments how as central banks begin to step back, other forces are stepping up, making markets more multidimensional.
Explore the opportunity set and key considerations for investors in global emerging market equities.
Our Global Emerging Market Equities Team emphasizes the importance of backing companies with strong corporate governance and technological adaptability, detailing why trust and pragmatism are key components for consumer confidence and sustainable market expansion.
The EM corporate debt market is a large and diverse asset class. Offering diversity and liquidity, with higher spread and shorter duration characteristics, learn why the asset class can present good opportunities for investments in today’s environment.
A look into China’s growth story and its unique governance structures, this study is designed to inform investors about the different, and often misunderstood, risks specific to investing in Chinese equities.
Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.
Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Read the latest outlook from our experts on what trends and themes investors should watch through the remainder of 2018.
Economist Simon Ward outlines the key global economic trends to watch in the weeks and months ahead.