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Emerging markets: finding alpha
Pioneers in emerging markets

Emerging markets: finding alpha

Emerging markets have evolved from a fledgling asset class to a diverse group of countries driving global growth. In this varied asset class, there is always an opportunity somewhere for investors to find alpha. In our Guide to Emerging Markets Investing we share some key insights on how to go about this.

Download the Guide to Emerging Markets

Why emerging markets?

Our first emerging markets equity strategy was launched in 1994 and has regularly been improved by investment process enhancements. We have continuously built on our experience through innovation. We believe in-depth research and a contrarian approach enables us to find alpha in all markets.

  • 25 years of innovation
  • 4 major inefficiencies to exploit
  • 1994 The first dedicated team
  • Two strategies can be stronger than one

    We offer quant and fundamental emerging markets equity strategies. This white paper shows how combining a fundamental and a quantitative strategy can benefit investors.

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  • Embracing ESG in emerging markets

    ESG in emerging markets is often considered a contradiction in terms. Is it possible to invest in emerging markets with a level of sustainability that goes far beyond the usual approaches?

    Download the white paper
  • Country selection is crucial in emerging markets

    In this third paper we look at the significant differences within the emerging market universe and how this is reflected in performance. This is not just a risk factor, it is also an opportunity.

    Download the white paper
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
China on-site: GDP growth worries and the opportunities in electric vehicles
China on-site: GDP growth worries and the opportunities in electric vehicles
Are the worries about China’s growth rate justified?
04-10-2018 | Insight
Five reasons for a strategic allocation to China A-shares
Five reasons for a strategic allocation to China A-shares
As the A-share market is opening up to investors and MSCI has just taken its first step to include A-shares, a lot of capital is expected to flow into the onshore Chinese market.
19-09-2018 | Insight
The what, why and how of emerging markets investing

The what, why and how of emerging markets investing

Download the guide