|08/09/2019||Insight||Dialing up the Indian consumer||Joseph Devine||Global Ex-US Equity||Mobile technology could drive India’s middle-class growth|
|06/27/2019||Commentary||Putting it in perspective: A review of emerging markets as we look ahead||Daniel Ko, Gabriel Wallach||Emerging Markets, Global Ex-US Equity||Emerging markets, trade tensions, market environment, headlines, geopolitical events||Whether it’s trade tensions, rising rates and currency fluctuations, or geopolitical events, emerging markets can’t seem to stay out of the news. However, as we look ahead, there is a positive emerging markets story in the making that could be missed if you’re only focused on current headlines. |
|04/15/2019||Insight||Are emerging markets emerging from the turmoil?||Stefan Löwenthal, Jürgen Wurzer, Alex Kozhemiakin, Gabriel Wallach||Global Ex-US Equity||Emerging markets, EM, EM debt, market volatility, China, trade, tariffs, sovereign bonds, MSCI sector, technology, IT, oil, energy, mobile phones, banking, unbanked, middle class, demographics, GDP, growth, asset allocation||Emerging markets, having endured volatility and challenges, are emerging with a complex story of how they are evolving in light of pivotal forces in the market. Macquarie portfolio managers, who specialize in this asset class, share insights.|
|02/27/2019||Insight||Awakening the dragon||Joseph Devine||Global Ex-US Equity|| A matter of perspective: China's technological ambitions are bullish for long-term emerging market small-cap investors.
|09/26/2018||Commentary||Capital Markets Coaching Clinic: Emerging Markets||Daniel Ko, Mansur Z. Rasul, Gabriel Wallach||Emerging Markets, Fixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income, Global Ex-US Equity||Emerging markets, emerging markets debt, emerging markets equity, daniel ko, mansur rasul, gabirel wallach, delaware emerging markets equity, macquarie investment management||Emerging markets have had a volatile showing so far this year. While the headlines can be overwhelming, they may not tell the complete emerging markets story. Please join our investment professionals, experts in these developing markets, as they share their perspective and provide insight into this asset class.|
|05/22/2018||Commentary||Capital Markets Coaching Clinic: Small caps. Big ideas.||Francis X. Morris, Alex Ely, Kent P. Madden, Stephan Maikkula||US Core Equity, US Small Mid-Cap Growth Equity, US Small Mid-Cap Value Equity, Global Ex-US Equity||Small cap growth, small cap core, small cap equity, international small cap, small cap value, Delaware small cap value, Delaware small cap core, Delaware small cap value, Delaware international small cap, Stephan Maikkula, Alex Ely, Francis X. Morris, Christopher Beck, Kent Madden||Join Macquarie Investment Management portfolio managers Francis X Morris, Kent P. Madden, Alex Ely, and Stephan Maikkula for a review of our distinct perspectives on the global small cap equity landscape.|
|02/20/2018||Insight||Emerging markets: Opportunities for growth amid evidence of fundamental change||Gabriel Wallach||Global Ex-US Equity||emerging markets, China, Mexico, economic growth, India, infrastructure, growth investing, stock selection, alpha generation, e-commerce||Small Mid-Cap Value Equity||In this analysis of emerging market equities, the outlook is supported by factors such as demographic shifts and government reform efforts. Fundamental research helps reveal companies building competitive businesses and achieving solid financial results. |
|05/20/2016||Insight||Emerging markets: Tempered expectations despite recent surge||Joseph Devine||Global Ex-US Equity||emerging markets, emerging market equities, emerging middle class, valuations, emerging market consumers, outlook, emerging markets outlook, divergence, MSCI Emerging Markets Index||Emerging market equities staged a strong advance during the early months of 2016, following a string of disappointing returns during the past five years or so. Portfolio manager Joseph Devine briefly discusses possible sources of support for emerging market equities, while reminding investors that security selection is important when navigating this heterogeneous and sometimes unpredictable asset class. |