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Thumbnail of SICAV Reference Guide for Long-Only Funds

  SICAV Reference Guide for Long-Only Funds

  August 2020

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Thumbnail of SICAV Dynamic Diversified Allocation Fund Reference Guide

  SICAV Dynamic Diversified Allocation Fund Reference Guide

  August 2020

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Thumbnail of SICAV Emerging Markets Debt Funds Reference Guide

  SICAV Emerging Markets Debt Funds Reference Guide

  August 2020

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Thumbnail of Low-Inflation Nation: Untangling Misconceptions About Inflation and Predicting Its Path After COVID-19

  Low-Inflation Nation: Untangling Misconceptions About Inflation and Predicting Its Path After COVID-19

  October 2020

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Thumbnail of Positioning for a Weaker Dollar: The Case for Local Currency Emerging Markets Debt

  Positioning for a Weaker Dollar: The Case for Local Currency Emerging Markets Debt

  August 2020

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Thumbnail of Identifying Growing Large Caps in Growing Industries

  Identifying Growing Large Caps in Growing Industries

  August 2020

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Thumbnail of The Spread Over Sovereign Framework

  The Spread Over Sovereign Framework

  July 2020

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Thumbnail of 2020 Outlook for Sovereign Debt Restructurings

  2020 Outlook for Sovereign Debt Restructurings

  July 2020

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Thumbnail of Emerging Markets: Exploring Opportunities and Navigating the Path Ahead

  Emerging Markets: Exploring Opportunities and Navigating the Path Ahead

  June 2020

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Thumbnail of India 2020: A Vision for the New Millennium

  India 2020: A Vision for the New Millennium

  May 2020

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Thumbnail of Adventures on the Planet of the Apes: Navigating the Low-Rate Environment

  Adventures on the Planet of the Apes: Navigating the Low-Rate Environment

  April 2020

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Thumbnail of Opportunities and Challenges for Emerging Markets Debt Investors

  Opportunities and Challenges for Emerging Markets Debt Investors

  April 2020

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Thumbnail of 2020 Outlook for Emerging Markets Debt

  2020 Outlook for Emerging Markets Debt

  February 2020

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Thumbnail of ESG in Emerging Markets Debt

  ESG in Emerging Markets Debt

  January 2020

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Thumbnail of Investing for Impact: Our Take

  Investing for Impact: Our Take

  May 2019

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Thumbnail of Our Journey to a Sustainable Future

  Our Journey to a Sustainable Future

  March 2019

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Thumbnail of Navigating a Troop of Gorillas

  Navigating a Troop of Gorillas

  November 2018

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Thumbnail of Three Investible Themes in China A-Shares

  Three Investible Themes in China A-Shares

  August 2018

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Thumbnail of Fundamental Perspectives: Investment Outlook for the Automotive Industry

  Fundamental Perspectives: Investment Outlook for the Automotive Industry

  June 2018

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Thumbnail of GICS Reclassification: Assessing the Impact on Emerging Market Investors

  GICS Reclassification: Assessing the Impact on Emerging Market Investors

  March 2018

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Thumbnail of Why China A, Why Now?

  Why China A, Why Now?

  January 2018

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Thumbnail of How We Integrate ESG Factors

  How We Integrate ESG Factors

  July 2017

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Thumbnail of The Case for Macro

  The Case for Macro

  July 2017

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Thumbnail of Adding Science to the Art of Active Management

  Adding Science to the Art of Active Management

  May 2017

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Thumbnail of Emerging Markets Outlook for 2017: Risks Remain, But There Are Reasons For Optimism

  Emerging Markets Outlook for 2017: Risks Remain, But There Are Reasons For Optimism

  March 2017

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Thumbnail of Global Market Outlook for 2017: Brave New World or More of the Same?

  Global Market Outlook for 2017: Brave New World or More of the Same?

  December 2016

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Thumbnail of ESG Investing and Portfolio Integration

  ESG Investing and Portfolio Integration

  November 2016

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Thumbnail of U.S. Election Cycle Ends With a Bang

  U.S. Election Cycle Ends With a Bang

  November 2016

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Thumbnail of Recent Macro Trends Should Persist in 2017

  Recent Macro Trends Should Persist in 2017

  October 2016

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Thumbnail of Game Theory Primer for Macro Investors

  Game Theory Primer for Macro Investors

  

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Thumbnail of What Has Everybody Been Worried About? A Closer Examination of the Angst Surrounding Emerging Markets

  What Has Everybody Been Worried About? A Closer Examination of the Angst Surrounding Emerging Markets

  May 2016

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Thumbnail of ESG Integration Philosophy

  ESG Integration Philosophy

  November 2015

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Thumbnail of Non-U.S. Equity Markets Review & Update

  Non-U.S. Equity Markets Review & Update

  August 2015

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Thumbnail of What's Ahead for China?

  What's Ahead for China?

  June 2015

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Thumbnail of The Growth Outlook: Are We in a Low-Growth Environment?

  The Growth Outlook: Are We in a Low-Growth Environment?

  March 2015

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Thumbnail of Emerging Markets Macro Headwinds: Corporate Performance Implications

  Emerging Markets Macro Headwinds: Corporate Performance Implications

  February 2014

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Thumbnail of 2014 Global Market Outlook

  2014 Global Market Outlook

  December 2013

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Thumbnail of Global Small Cap Investing: Unconstrained Opportunities

  Global Small Cap Investing: Unconstrained Opportunities

  January 2013

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Thumbnail of Current Macroeconomic Crosscurrents

  Current Macroeconomic Crosscurrents

  Market and Portfolio Implications: Transcript of George Greig’s May 2012 conference call

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Thumbnail of China in 2012 - Seeing the Forest for the Trees

  China in 2012 - Seeing the Forest for the Trees

  May 2012

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Thumbnail of Update on China

  Update on China

  August 2011

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Thumbnail of Emerging Markets - Essential Sources of Global Economic Growth

  Emerging Markets - Essential Sources of Global Economic Growth

  August 2011

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Thumbnail of Investing in Emerging Markets

  Investing in Emerging Markets

  September 2010

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Thumbnail of 2009 US Growth Equity Market Review: A Year of Mean Revision

  2009 US Growth Equity Market Review: A Year of Mean Revision

  January 2010

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Thumbnail of Aligning Management and Shareholder Interests

  Aligning Management and Shareholder Interests

  

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Thumbnail of Small and Mid Cap Allocations to Drive Near and Long-term Excess Returns

  Small and Mid Cap Allocations to Drive Near and Long-term Excess Returns

  December 2009

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Fund
Commentary Link
Dynamic Diversified Allocation Fund Q2 2020 Commentary
Emerging Markets Debt Hard Currency Fund Q3 2020 Commentary
Emerging Markets Debt Local Currency Fund
Emerging Markets Growth Fund Q2 2020 Commentary
Emerging Markets Leaders Fund Q2 2020 Commentary
Emerging Markets Small Cap Growth Fund Q2 2020 Commentary
Global Leaders Fund Q2 2020 Commentary
Global Leaders Sustainability Fund Q2 2020 Commentary
US All Cap Growth Fund Q2 2020 Commentary
US Small-Mid Cap Core Fund Q2 2020 Commentary
US Small-Mid Cap Growth Fund Q2 2020 Commentary

Fund
Quarterly Review Link
Dynamic Diversified Allocation Fund - B Shares (H EUR) Q3 2020 Review
Dynamic Diversified Allocation Fund - I Shares (H EUR) Q3 2020 Review
Dynamic Diversified Allocation Fund - I Shares (H GBP) Q3 2020 Review
Dynamic Diversified Allocation Fund - I Shares (H SEK) Q3 2020 Review
Dynamic Diversified Allocation Fund - I Shares (USD) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (H CHF) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (H EUR) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (H GBP) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (H JPY) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (H SEK) Q3 2020 Review
Dynamic Diversified Allocation Fund - J Shares (USD) Q3 2020 Review
Dynamic Diversified Allocation Fund - R Shares (H EUR) Q2 2020 Review
Dynamic Diversified Allocation Fund - R Shares (USD) Q3 2020 Review
Emerging Markets Debt Hard Currency Fund - A Shares (USD)
Emerging Markets Debt Hard Currency Fund - I Shares (USD)
Emerging Markets Debt Hard Currency Fund - J Shares (H EUR)
Emerging Markets Debt Hard Currency Fund - J Shares (USD)
Emerging Markets Debt Hard Currency Fund - R Shares (H CHF)
Emerging Markets Debt Hard Currency Fund - R Shares (H EUR)
Emerging Markets Debt Hard Currency Fund - R Shares (H GBP)
Emerging Markets Debt Hard Currency Fund - R Shares (USD)
Emerging Markets Growth Fund - I Shares (USD) Q3 2020 Review
Emerging Markets Growth Fund - J Shares (USD) Q3 2020 Review
Emerging Markets Growth Fund - R Shares (USD) Q3 2020 Review
Emerging Markets Growth Fund - Z Shares (USD) Q3 2020 Review
Emerging Markets Leaders Fund - D Shares (USD) Q3 2020 Review
Emerging Markets Leaders Fund - I Shares (USD) Q3 2020 Review
Emerging Markets Leaders Fund - J Shares (I GBP) Q3 2020 Review
Emerging Markets Leaders Fund - J Shares (USD) Q3 2020 Review
Emerging Markets Leaders Fund - R Shares (USD)
Emerging Markets Leaders Fund - Z Shares (USD) Q3 2020 Review
Emerging Markets Small Cap Growth Fund - I Shares (USD) Q2 2020 Review
Emerging Markets Small Cap Growth Fund - J Shares (USD) Q3 2020 Review
Emerging Markets Small Cap Growth Fund - R Shares (USD) Q3 2020 Review
Emerging Markets Small Cap Growth Fund - Z Shares (USD) Q3 2020 Review
Global Leaders Fund - I Shares (EUR) Q3 2020 Review
Global Leaders Fund - I Shares (USD) Q3 2020 Review
Global Leaders Fund - J Shares (EUR) Q3 2020 Review
Global Leaders Fund - J Shares (USD) Q3 2020 Review
Global Leaders Fund - R Shares (EUR) Q3 2020 Review
Global Leaders Fund - R Shares (USD) Q3 2020 Review
Global Leaders Sustainability Fund - J Shares (USD) Q3 2020 Review
Global Leaders Sustainability Fund - R Shares (CHF) Q3 2020 Review
Global Leaders Sustainability Fund - Z Shares (USD) Q3 2020 Review
US All Cap Growth Fund - D Shares (USD) Q3 2020 Review
US All Cap Growth Fund - J Shares (USD) Q3 2020 Review
US All Cap Growth Fund - R Shares (USD)
US Small-Mid Cap Core Fund - D Shares (EUR)
US Small-Mid Cap Core Fund - J Shares (USD) Q3 2020 Review
US Small-Mid Cap Growth Fund - A Shares (USD) Q3 2020 Review
US Small-Mid Cap Growth Fund - I Shares (I GBP) Q3 2020 Review
US Small-Mid Cap Growth Fund - I Shares (USD) Q3 2020 Review
US Small-Mid Cap Growth Fund - J Shares (I GBP) Q3 2020 Review
US Small-Mid Cap Growth Fund - J Shares (USD) Q3 2020 Review
US Small-Mid Cap Growth Fund - JW Shares (I GBP) Q3 2020 Review
US Small-Mid Cap Growth Fund - JW Shares (I USD) Q3 2020 Review
US Small-Mid Cap Growth Fund - R Shares (EUR) Q3 2020 Review
US Small-Mid Cap Growth Fund - Z Shares (USD) Q3 2020 Review

International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks.

Investing in smaller companies involves special risks, including higher volatility and lower liquidity.