Investment Adventures in Emerging Markets

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Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.

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History

Looking Back 20 Years: Lessons of the Asian Financial Crisis

It is our job to differentiate the individual investment opportunities we see on a case-by-case basis, and use times of inevitable panic to pick up bargains where we see sound footing and good prospects.