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Equities
LNG: Bury Old Myths, Embrace New Reality

Global interest in cleaner fuels is helping to increase the demand for liquefied natural gas.

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By
Justin Leverenz
&
Oleg Maksimov
| August 31, 2018
Emerging Markets Equity
Why China Is a New Nexus of Innovation and Creativity

Investor perceptions are still catching up to the reality of China’s global tech leadership.

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By
Justin Leverenz
&
Bhavtosh Vajpayee
| August 23, 2018
Emerging Markets Equity
India Is NOT the Next China

But there is an abundance of investment opportunity there, nonetheless.

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By
Justin Leverenz
&
Tan Van Nguyen
| August 17, 2018
GrowthSpotting
A Softer Cycle for the Semiconductor Industry

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

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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.

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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.

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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.

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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.

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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.

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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.

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By
Heidi Heikenfeld
| January 29, 2018
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