Changes are coming to our lives and world that may rival the industrial and internet revolutions. Jeremy Schwartz and Kara Marciscano discuss the BioRevolution already underway and identify the range of business sectors we believe are best positioned to benefit.
For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. Joe Tenaglia explains how small caps have served as a quiet bright spot for EM investors.
The financial world seems fixated on Evergrande, the Chinese real estate company with a larger-than-life CEO and larger-than-average debt burden. Liqian Ren analyzes this latest event’s potential impact on the Chinese equity market.
VIE (variable interest entity) default risk is almost unavoidable when it comes to investing in China. Liqian Ren discusses how investors can assess and limit their exposure to VIE in their emerging markets portfolio.
China’s large-cap technology stocks have come under immense pressure in the last three months. Against this backdrop, Jeremy Schwartz explores how emerging market small-cap stocks can help diversify some of the risks in the region.
Liqian Ren outlines how investors might want to think about Chinese equities following recent headlines.
Emerging markets have struggled to find their footing this year, leaving many investors seeking strategic ways to include emerging markets in their portfolio. Against this backdrop, Alejandro Saltiel explains why investors should consider ex-state-owned strategies when investing in emerging markets.
