In our fundamental equity quarterly outlook for emerging markets, Wim-Hein Pals, Head of Emerging Markets Team, discusses how the combination of robust earnings execution and broadening share-buyback programs supports the outlook for EM equities. The outlook also includes an analysis of Argentina’s intense economic reform process and financial and energy sectors that look attractive.
We are a global asset manager with strong capabilities in quant, credits, emerging markets and sustainable investing. Research is at the heart of everything we do, driving active investment strategies that aim to maximize alpha generation.
