Consumer Growth Story – Invest to take advantage of long-term trend of growing consumer strength in emerging market economies
Best in Class Businesses – Focus on quality companies that offer desirable products and good value for the consumer translating into sustainable earnings growth
Global Research Expertise – Experienced research team organized by sector covering and analyzing companies in developed and emerging markets
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Although global central bank tightening still provides potential headwinds to global equity markets, the prospect of sustained Asia and EM outperformance appears to be the highest in years based on attractive valuations and exceptional earnings prospects.