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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
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.
China is niet langer een typisch ontwikkelingsland, maar eerder een economische, financiële, politieke en militaire grootmacht
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
Historically, we have not been able to find many interesting, really high quality companies in China
Our key takeaway: impressive companies in a tough environment – but we won’t overpay for them.
