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Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
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Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
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Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
Investing Ideas
Factors, Sectors, Countries: Opportunities in Emerging Markets
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As we entered 2022, many emerging markets were already hurting. Let's take a deeper dive into how we're looking at emerging markets in light of higher commodity prices, rising rates, and the war in Ukraine.
Investing Ideas
Why the Time Is Right to Consider Investing in Emerging Market Local Debt
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In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
Investing Ideas
Ten Lessons From Ten Years
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We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investing Ideas
It May Be Time to Consider Non-U.S. Equities
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Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.