Global and emerging countries have seen exponential growth in recent years, but we believe many of these markets still have far to go before reaching their peaks. Countries such as China and India are still in the midst of an expanding urban population, which will expand consumption rates. With fund managers located in the regions in which they invest, we understand what makes a valuable investment in these markets and capitalize on potential opportunities.
Finding Value Through Dislocation and Analysis
Emerging markets have had a tumultuous few years, especially since the Bernanke Taper Tantrum in 2013. With this in mind, Rennie McConnochie, Head of Global Banks, discusses how investors can adjust their allocations to take advantage of opportunities created by the dislocation.
Devan Kaloo, Head of Global Emerging Markets, discusses the outlook for emerging markets post-U.S. election.
International investing entails special risk considerations, including currency fluctuations, lower liquidity, economic and political risks, and differences in accounting methods; these risks are generally heightened for emerging market investments. Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies.