Emerging Markets update – March 2021
Al Bryant and Falko Huettenberger provide an update on the R&M EM portfolios, as well as explain how the diversity and depth of emerging markets equities offer ample opportunity to deliver excess returns, especially when we incorporate where a company is in its life cycle.
Emerging market equities
Opportunities from a range of emerging markets, investing in companies at different stages of the corporate life cycle, that have been identified as providing potential for attractive returns.

Latest perspectives
Monthly macro update: April 2021
Monthly macro update: April 2021
At the turn of the year, we discussed how record stimulus and low borrowing costs…
5 min readManaging pension risk in 2021
Managing pension risk in 2021
What pension risks are most prevalent in 2021 and what are some ideas plan sponsors…
6 min readUS pension briefing – March 2021
US pension briefing – March ...
Pension discount rates maintained their upward momentum, closing the month yet another 0.22% higher which…
3 min readPortable alpha – increased returns with reduced risk
Portable alpha – increased returns ...
The investment strategy known as “portable alpha”, the combination of absolute return hedge funds and…
5 min readStay ahead of the curve by receiving our newsletter containing current industry developments and insights.