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India’s well-respected central bank governor, Raghuram Rajan, announced this weekend that he will be leaving his post at the Reserve Bank of India (RBI) in September to return to academia. Governor Rajan was appointed by the previous government to focus on reigning in rising inflation and stabilizing a declining rupee. The rupee has been more stable for the last three years and inflation is likely…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. gives his take on political developments in Argentina and Peru, where he believes more “market friendly” leaders have been elected recently. He also touches on Brazil, where he sees a similar political shift taking place, that will have lasting implications over the next few years. Scott Piper is the sub-adviser lead of the…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. explains how Latin America differs from other emerging market regions, for example Asia, where the focus is largely on consumption. Latin American countries, particularly Brazil, are focused on infrastructure spending and this is where growth opportunities can be found. Scott Piper is the sub-adviser lead of the Excel Latin America Fund.   Learn…
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

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