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?

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  • 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
China: trazando el rumbo hacia la neutralidad en carbono
China: trazando el rumbo hacia la neutralidad en carbono
El compromiso de China de situarse en niveles neutrales de carbono para 2060 ha suscitado gran emoción y perplejidad entre los observadores.
20-04-2021 | Visión
El futuro de la alimentación, más saludable y sostenible
El futuro de la alimentación, más saludable y sostenible
La salud y el bienestar están creciendo en importancia, y eso afecta a todos los ámbitos del consumo.
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Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
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Has Asia left the West behind?

Investing in today’s drivers of global economic growth

The what, why and how of emerging markets investing

Download the guide