Our views


Emerging Markets Total Opportunities: A single asset class Requires Login
Portfolio managers Shaw Wagener and Laurentius Harrer discuss how Emerging Markets Total OpportunitiesSM addresses different client needs and how managers approach their investments with the objective of managing overall volatility. (June 2011)


Emerging markets debt: investment call highlights Requires Login
On Tuesday 11 May 2010, Kirstie Spence, Co-Research Director of Fixed Income and Jim Hurlin, Fixed Income Investment Specialist presented their views on current events and investments in emerging markets. With Europe in the midst of an unprecedented sovereign debt crisis, they challenged perceptions that EM debt is still one of the riskiest areas of fixed income. (May 2010)


Interview with fixed-income manager Laurentius Harrer Requires Login
Why should investors remain confident in the market's medium term prospects? Are prospects for emerging markets debt positive? Laurentius discusses these and other topics. (February 2010)


Emerging markets equities: client call highlights Requires Login
Investment specialist Martyn Hole hosted a call on 25 January 2010 to provide clients with a deeper understanding of events and investments in emerging markets. Investment specialist David Holstein reviewed the fourth quarter and 2009 for Capital International Emerging Markets Fund. Portfolio managers Victor Kohn and Luis Oliveira spoke about their portfolios and outlook for emerging markets, while China analyst Zhang Chen gave his views on his sector. (29 January 2010)


Equity markets in perspective: making sense of a lost decade Requires Login
With developed equity markets having delivered poor returns over the last 10 years, investors might be encouraged to turn their backs on the asset class. In this article, we make the case for equities by highlighting their proven ability to overcome the challenges that come their way and the strong secular trends likely to support markets in the future. (19 January 2010)


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