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GrowthSpotting
A Softer Cycle for the Semiconductor Industry

Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.

Bw a softer cycle for the semiconductor industry 620x349
By
George R. Evans
&
Alice Fricke
| August 08, 2018
Emerging Markets Equity
Risks Are Rising for a Hard Landing in Turkey

Heavy reliance on credit and a less favorable global monetary backdrop may spell trouble for Turkey.

Bw risks are rising for a hard landing in turkey 620x349
By
Justin Leverenz
&
Oleg Maksimov
| July 24, 2018
GrowthSpotting
The Boring Beauty of B2B Distribution

Chemical distributor Brenntag offers a service its customers are happy to have a vendor handle.

Bw the boring beauty of b2b distribution 620x349
By
George R. Evans
&
Alice Fricke
| June 14, 2018
Emerging Markets Equity
Putting Emerging Markets Volatility in Perspective

Recent emerging market volatility may be more a bond than stock market phenomenon.

Bw putting emerging markets volatility in perspective 620x349
By
Justin Leverenz
| May 15, 2018
Global Equity
Investing in Russia's Resurgence

Thanks to a convergence of variables, this emerging market could be poised to shine.

Bw investing in russias resurgence 620x349
By
Justin Leverenz
| February 07, 2018
Domestic Equity
How the Unseen Effects of Protectionism May Harm Investors

Free trade, not protectionism, is what benefits economies, companies, and investors.

Bw how the unseen effects of protectionism may harm investors 620x349
By
Laton Spahr
&
Eric Hewitt
| January 31, 2018
Emerging Markets Equity
Monetizing Innovation in Emerging Markets

We look to emerging markets to capitalize on tomorrow’s transformation.

Bw monetizing innovation in emerging markets 620x349
By
Heidi Heikenfeld
| January 29, 2018
Emerging Markets Equity
On the Ground in China: Observations from the Middle Kingdom

As China matures, its evolving regime is focusing on sustainable growth over rapid growth.

Bw on the ground in china observations from the middle kingdom 620x349
By
Justin Leverenz
| January 24, 2018
GrowthSpotting
Invest in Leisure: Because You Can't Take It with You

Why the cruise industry could benefit from a rising tide of aging adults.

Bw invest in leisure because you cant take it with you 620x349
By
George R. Evans
&
Alice Fricke
| November 30, 2017
GrowthSpotting
Bread, Booze and Bling: The Consumer Spending Pyramid

Rising mass affluence plus growing consumer spending add up to long-term growth.

Bw bread booze and bling the consumer spending pyramid 620x349
By
George R. Evans
&
Alice Fricke
| November 15, 2017
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