Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
Looking back over an extraordinary first three months, and trying to gauge what the future might bring, we remain on the lookout for quality top-tier companies
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
Looking back over an extraordinary first three months, and trying to gauge what the future might bring, we remain on the lookout for quality top-tier companies
