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Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. breaks down his team’s investment process which is focused on catering to investors that want to tap into the greater growth potential of Latin America. His team looks for emerging companies that are leaders within their sectors, and that fit into secular growth themes that they are actively monitoring. Itaú USA Asset Management…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. outlines why active management is important when investing in a region such as Latin America, where new growth companies tend to exist in fragmented sectors. He points out that the companies that are going to double their market cap over the next 5-7 years have very limited or no index representation, therefore active…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. addresses concerns about debt levels in Latin America, noting that as growth starts to pick up, he expects a rejuvenated cycle will allow companies to deleverage their balance sheets more quickly, and this should flow into earnings. He also points out that most of the region’s debt is now in local currency and…
Richard Pan, Head of QFII Investments, Institutional Equities, with China Asset Management Company Limited provides details on his investment process, which is a combination of a top-down, bottom-up approach, driven by a large research team that carries out thousands of onsite company visits every year. China Asset Management Company Limited is the sub-adviser of the Excel China Fund.   Learn More
Richard Pan, Head of QFII Investments, Institutional Equities, with China Asset Management Company Limited touches on a few key reasons to invest in China including: reasonable valuations, strong projected earnings growth, infrastructure development and a shift to a more consumer-driven economic model, which will provide new investment opportunities. China Asset Management Company Limited is the sub-adviser of the Excel China Fund.   Learn More
Richard Pan, Head of QFII Investments, Institutional Equities, with China Asset Management Company Limited explains how China is transforming to a new economic model, driven by internet and technology companies. China Asset Management Company Limited is the sub-adviser of the Excel China Fund.   Learn More
Richard Pan, Head of QFII Investments, Institutional Equities, with China Asset Management Company Limited addresses concerns of a ‘hard landing’ scenario in China, while pointing out that a slower GDP growth rate of around 6 percent, is healthier and more sustainable over the long-term. China Asset Management Company Limited is the sub-adviser of the Excel China Fund.   Learn More
Richard Pan, Head of QFII Investments, Institutional Equities, with China Asset Management Company Limited explains how having an on-the-ground presence better equips his team to analyze macroeconomic data on China and make investment decisions. China Asset Management Company Limited is the sub-adviser of the Excel China Fund.   Learn More
Sergei Strigo, Head of Emerging Market Debt and Currency, with Amundi Asset Management explains why Canadian investors should consider emerging market credit as part of their investment portfolios. Emerging market debt can offer investors yields of 6% or higher, compared to much lower rates on more traditional asset classes. Amundi Asset Management is the sub-adviser of the Excel High Income Fund.   Learn More
Sergei Strigo, Head of Emerging Market Debt and Currency, with Amundi Asset Management touches on macro tailwinds and headwinds that are currently affecting emerging market economies. His points are centered around moderating commodity prices, and their impact on net commodity exporters as well as emerging market currencies. Sergei Strigo is sub-adviser lead of the Excel High Income Fund.   Learn More
Sergei Strigo, Head of Emerging Market Debt and Currency, with Amundi Asset Management addresses the main risks that he currently sees in the global environment. On that list: a lower growth rate in the U.S. economy, a possible slowdown in China, and a change in the political landscape across various emerging market countries. Amundi Asset Management is the sub-adviser of the Excel High Income Fund.…
Sergei Strigo, Head of Emerging Market Debt and Currency, with Amundi Asset Management briefly speaks about some of the misconceptions investors may have regarding emerging market credit. Sergei Strigo is sub-adviser lead of the Excel High Income Fund.   Learn More

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