Watch Frank Carroll, Co-Portfolio Manager of the Emerging Markets Equity strategy, discuss Oaktree's approach to emerging markets investing, along with: the long-term perspective on value investing; the outlook on China; and opportunities, risks and asset allocation considerations.
It's commonly accepted that international equities play an important diversification role in many portfolios. But are investors getting the most out of their international investments? The Case for International Small Cap looks at diversification benefits, historical performance, and the value of active management to highlight a potential opportunity that is being underutilized.
Geopolitical tensions continue to impact the market and business sentiment, which, like a self-fulfilling prophecy, has created protracted uncertainty that in itself has meant delayed investment and cautious business and consumer spending.
We have always looked to invest in businesses with fundamentals underpinned by secular growth. Many of these businesses are selling 'needs' and not ‘wants’ to their customers, or are benefiting from long-term structural changes happening around the world.
As the latest Brexit deadline approaches on October 31, 2019, prospects for any resolution seem rather dim. The European Central Bank engaged in additional monetary policy loosening with more negative interest rates, while also resuming bond market purchases in a resumption of Quantitative Easing (QE).
Fee reductions to Harbor Emerging Markets Equity, Global Leaders and Mid Cap Growth Funds reflect the firm's commitment to cost aware investing and acting in the best interests of Harbor Funds' shareholders.
Douglas Skinner is appointed as an Independent Trustee; Kathryn Quirk is appointed Lead Independent Trustee.