Navigating Conflict in the Middle East

Portfolio manager Anix Vyas, CFA, discusses how the current conflict in the Middle East is affecting International Small Companies portfolio holding CyberArk.

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Growth Opportunities from Electrification

Portfolio manager Scott Crawshaw highlights several companies in our Emerging Markets portfolio that are poised to benefit from increasing electrical power demand.

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Vietnam’s Labor Costs, Taxes Attract Chinese Manufacturers

Portfolio Manager Wenting Shen, CFA, and Portfolio Specialist Apurva Schwartz discuss why Chinese companies are relocating production facilities to Southeast Asia. Watch the rest of their conversation.

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How Are Earnings of Emerging Markets Companies Holding Up?

Portfolio manager Pradipta Chakrabortty discusses the earnings bright spots within emerging markets regions and sectors.

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