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      • The Battle of the NDF Trading Venues

        15 October 2024   |  

        Non-Deliverable Forwards (NDFs) have become essential tools in emerging market investing, allowing access to emerging and frontier currencies that do not otherwise have an FX market. NDFs, unlike standard currency forwards, do not involve the physical exchange of currencies. Instead, counterparties settle the difference between the contracted NDF price and the current spot price at the maturity of the contract. Market adoption of electronic trading and central clearing in NDFs has not kept pace with other emerging market derivatives but is quickly catching up and rapidly becoming more complicated.

      • The Curious Case of The Bahamas Index Exclusion

        04 October 2024   |  

        The line between emerging and developed markets can often be blurred. While we advocate for a broad investment approach that encompasses a wide range of opportunities, index providers often draw a clearer distinction. This stricter approach can result in the exclusion of certain countries from the investable universe. One example is The Bahamas.

      • Growth Team Weekly Investment Insights

        03 October 2024   |  

        This week's post highlights Chinese stimulus measures and equity returns, US economic data releases (PCE and GDP), how rare it is to find companies with consistent growth profiles, and the importance of digital innovation in cars. 

      • Growth Team Weekly Investment Insights

        18 September 2024   |  

        In this week's post, we highlight the August inflation data, performance of technology and consumer staples equities, expected earnings growth of small caps, Apple product announcements, and a rising cloud computing competitor. 

      • Goodbye "T-Bill and Chill," Hello Dividend Stocks

        17 September 2024   |  

        The “higher for longer” interest rate environment is nearing its end. The Federal Reserve is widely expected this week to join other central banks, including the European Central Bank and the Bank of England, in cutting rates after generational high US inflation has receded back toward the Fed’s 2% target.

      • Growth Team Weekly Investment Insights

        11 September 2024   |  

        In this week's post, we highlight PMI readings, semiconductor weakness, updates on the labor market and oil industry, and walk through a popular approach to analyzing software companies. 

      • Jamaican Me Hurricane Ready, Others Should Follow

        10 September 2024   |  

        Emerging market countries must deal with a host of development issues, from social unrest to inadequate institutions and corruption. A select few face an additional natural disaster risk that can derail their development: hurricanes.

      • Growth Team Weekly Investment Insights

        04 September 2024   |  

        In this week’s post, we highlight Jay Powell’s recent comments, US rate cut expectations and the falling US dollar, health care’s bright outlook, NVIDIA’s earnings results, and record free cash flow generation by defense companies.

      • Growth Team Weekly Investment Insights

        21 August 2024   |  

        In this week's post, we highlight inflation and retail sales results, market performance, Starbucks's new CEO, and a key milestone hit by AstraZeneca.

      • Great Expectations

        20 August 2024   |  

        Narratives have always had the power to drive markets. For stocks, few narratives are more compelling than those about new technologies, innovations or business models that can produce tremendous profits growth for the foreseeable future.