1. Featured insight

India’s economic resurgence amidst the turbulence

Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. What does the next decade have in store for India?

  • 8 mins

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Latest insights

India’s economic resurgence amidst the turbulence

Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. What does the next decade have in store for India?
  • Article
  • 8 mins

Fear of missing out

That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 3 mins

Thinking about risk in Emerging Markets

Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Article
  • 10 mins