Urs shares the current outlook for emerging markets, the key strengths of the team, and importantly how this benefits our investors. More
Perils of market timing
Traditionally, investors have allocated to emerging markets tactically - that is, buying in when they’re cheap and selling out when they recover. But in this video, Projit Chatterjee suggests a different approach.
Anywhere but China
It's easy for conversations about emerging markets to drift towards China - but that tends to obscure some of the lesser-known growth stories in emerging markets. Projit Chatterjee reveals what advisers need to know when managing their clients' portfolios.
Are emerging and developed markets breaking up?
One of the key growth drivers in emerging markets is the fact that they’re becoming less dependent on the goods and services of developed markets to fuel their economies. Projit Chatterjee looks at the relationship and if this is a break-up, or just time apart?
Taking advantage of inefficiencies
Emerging markets are growing quickly, but given the variety of governments, regulators and underlying consumers in each region, there’s a lot of inefficiencies in each individual market. Projit Chatterjee discusses whether you should take an active approach and look beyond the darlings of the index.
More Emerging Markets and China articles
The emerging markets financial sector offers many growth opportunities, but what are they? How are fintech, digitization and mobile payments driving growth in the banking sectors of China and India? More