We left a recent trip to Brazil optimistic that depressed equity valuations could present an attractive buying opportunity. By Paul Dmitriev

A trip to Argentina increased our conviction that political change and the potential to monetize natural resources have the country positioned for growth. By W. Malcolm Dorson

Following a recent political shift, the large and diverse German economy may be better positioned for sustainable growth. By Trevor Yates

An EM allocation may help reduce overall portfolio risk while potentially improving returns, but the question is “how much?” By W. Malcolm Dorson and David Beniaminov

We see potential opportunities in Emerging Markets across a variety of backdrops, from growth and momentum to value and income. By W. Malcolm Dorson and Paul Dmitriev and Trevor Yates