In-depth perspectives from portfolio managers and industry experts on the issues that matter most to investors.
Washington - Over the last 50 years, we have seen the key driver of the global economy shift from natural resources to human talent, ushering in the era of the "Talent Economy." This megatrend now impacts all major economies as companies place greater focus on intellectual capital and a diverse workforce as material, competitive factors for business success.
Boston - Intergenerational mobility has long been considered critical for economic growth in emerging markets (EM) economies, given its association with higher per capita GDP and lower poverty rates. As EM investors, we believe that a better understanding of mobility can yield important insights into the areas of reform that support improved long-term growth and social outcomes.