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Discover the innovation taking place in emerging markets and what growth trends to watch.
Our highlights and lessons from 11 years of responsible investing in emerging markets.
Quick to get the pandemic under control, with stronger and more decisive action than the majority of other nations, China’s economy has recovered faster and stronger than most. While challenges remain, China continues to diversify their economy and the spending power of the middle class continues to grow. There are many reasons why the outlook is bright for China, not least the most recent Five-Year-Plan with an increased focus on sustainability. Opportunities abound for long-term investors to capture the returns generated by businesses that benefit from these structural changes.
Going back to basics, the price of a stock is determined by two key factors: 1. The future cash flows of that company; and 2. The price investors are willing to pay for it. At LGM, we do not categorize ourselves in the value or growth camp; our goal is simply to grow the capital we are entrusted with (yours and ours) as sustainably as possible by investing in high-quality companies. In this quarter/year end, we want to walk through some of our considerations around investing and how we see our opportunity set evolving. We will finish with our annual ‘lessons learnt’ section, this time talking broadly about errors of omission while specifically highlighting two names that have been brought up by both current and potential investors.
The team at LGM provide their regular update on responsible investing in emerging markets.
BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2020
BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2020
The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.
BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2020
Food and nutrition
In this, our fourth annual report, we continue to explore the impact we can have by investing in listed equities.
Emerging markets are often seen as exotic, niche, risky parts of the market. While it’s certainly true that they are often more volatile versus their developed market peers; it’s also true that they offer potentially huge opportunities for long-term investors.
Over the past few quarters, we have witnessed a rapid deceleration in consumption patterns and growth in India, but Indian policymakers have started to take action to tackle this slowdown.
India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.
In August, the Business Roundtable (“BR”), an association of chief executive officers of the leading US companies, made a...
The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.
An insight on companies providing responsible access to healthcare and finance in India
The team at LGM provide their regular update on responsible investing in emerging markets.
India’s electorate decisively voted to keep in power the BJP party and Prime Minister Narendra Modi, the man characterised by many Western media outlets as ‘the most divisive leader’ in Asia
It’s very hard to visit Vietnam and not get excited about the opportunity.
Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.
Our long-term outlook for India remains unchanged. It is the largest democracy in the world and is among the fastest growing
An overview of the local governance framework and our trip to India with the ACGA
Historically, we have not been able to find many interesting, really high quality companies in China
