Investment Adventures in Emerging Markets

Africa’s Electrifying Future
Perspective

Africa’s Electrifying Future

We believe the availability of reliable power could sustain dynamic economic growth rates across Africa, potentially enriching the population and creating markets for new consumer businesses.

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks
Perspective

Blurring the Lines Between Emerging-, Frontier- and Developed-Market Stocks

We remain convinced that the boundaries of emerging-, frontier- and developed-market stocks will continue to converge and offer investors significant potential opportunities in their portfolios—no matter how they are labeled—in the years to come.

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth

Technology and the Internet are linking potential customers to markets at a rate that would have seemed impossible even a decade ago—to the potential benefit of both the populations of emerging markets and the businesses set up to serve them.

A Quarter Century of Emerging-Markets Investing

A Quarter Century of Emerging-Markets Investing

I think the welcoming of foreign capital and the trend toward privatization have been key to the growth and development of emerging markets over the past few decades, and one of my biggest fears is the possibility of the door shutting on both in some countries.

Frontier Markets Find Footing

Frontier Markets Find Footing

Many frontier markets are yet to be fully discovered by the investment community, and we believe they represent the next tier of investment opportunities.

Romania on the Right Track

Romania on the Right Track

We are hopeful Romania’s economy and capital market will quietly continue moving in a positive direction.

Emerging Markets 2014 Outlook: Shaping the Next Decade

Emerging Markets 2014 Outlook: Shaping the Next Decade

Georgia on My Mind

Georgia on My Mind

The Next Frontier

The Next Frontier