Investment Adventures in Emerging Markets

Argentina’s Return
Guest Bloggers

Argentina’s Return

On a recent visit to Argentina, I was interested to see how things had changed under the leadership of a new administration—and many rapid subsequent policy changes. Work still remains to be done to address challenges, and the path forward may be a little bumpy at times, but the progress we have seen has been encouraging so far.

Focusing on Fundamental Improvement
Guest Bloggers

Focusing on Fundamental Improvement

We believe the challenges faced by some countries, sectors and companies have at times obscured in investors' minds the interesting opportunities within the emerging-markets space.