July 9, 2026Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220Emerging markets portfolio manager Wen Quan Cheong walks through how his team puts believability-weighted decision making into daily practice, and where AI has genuinely enhanced the process. He closes with a tour of the emerging-market themes he is watching most closely, from reshoring and clean-room capacity to physical AI, low-earth-orbit satellites, and businesses winning simply by putting the customer first. Above all, he returns to the idea that AI’s real value lies in what a team chooses to do with the time it saves.
April 30, 2026International Equity: Finding Quality Opportunities in Today's Market | EP 215In this episode, Peter Lampert, international equity portfolio manager, examines the Middle East conflict and its implications for global markets. He walks through the portfolio's diversification strategy, explains the team's nearly 40-year history with Shell, and explores how a changing market backdrop has challenged traditional definitions of quality and why forward-looking analysis may matter more than historical patterns.
March 11, 2026Emerging Markets ReimaginedIn this paper, we look back over several decades to show how the composition and character of emerging markets have changed. We then highlight three themes that matter today: the role of companies like TSMC and its ecosystem at the heart of the AI supply chain; the rise of wealth and domestic demand; and the question of whether typical EM exposures are delivering the diversification benefits North American investors expect.
May 15, 2025The Art of Quality Investing: Balancing Discipline and OpportunityQuality investing focuses on identifying and investing in companies with strong, enduring fundamentals, at the right price.
