Our views

Does the recent emerging markets decline provide opportunity?
Emerging Markets portfolio managers Victor Kohn and Laurentius Harrer discuss the recent market volatility, the sell-off in currencies, long-term prospects for emerging markets and their views on China and Brazil, among other topics. (Oct 2011)


Timing a long duration strategy?
Trying to time a long duration strategy can be difficult and may not work. Instead, investors may be better off moving at least a portion of their assets into long duration strategies regardless of their expectations for the level and direction of interest rates. (Jun 2011)


Emerging markets debt: dollar vs. local currency bonds
The emerging markets debt universe has expanded and become much more diverse over the past decade. Dollar-denominated emerging markets bonds and local currency emerging markets debt are the two key components; while both provide investors with exposure to the bonds of emerging markets, their benefits and risk-return profiles can be quite different. Hence, investors can benefit from investing in broad emerging markets mandates. (Oct 2010)

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Global macroeconomics webcast

We recently conducted our global macroeconomics webcast, during which our economists and analysts shared their thoughts on three key themes:

• The euro crisis: The hard work has just begun
• China's transition: The second Long March
• Global currencies: The good, the bad and the ugly

VIEW WEBCAST

This strategy seeks to deliver equity-like returns with lower volatility by investing in a broad opportunity set in the emerging markets.

The power of a broad approach

How it can address different clients needs

Viewing inflation as an opportunity, rather than risk

Strategy in depth