
Colombia: Value, Votes, and a Venezuelan Tailwind
Paul Dmitriev
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Head of Emerging Markets Strategy Malcolm Dorson discusses our strategy behind investing in emerging markets — and why we chose an actively managed approach.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
Multiple authors
Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.
Multiple authors
Paul Dmitriev