Global perspectives

Research-driven global investing

Opportunity amid adversity:

Let's embrace it: the world changes rapidly. Old perspectives about countries, markets, cultures, even economics, frequently fall by the wayside, often permanently. As today's global economy evolves along a fragile path, we think investors can best find success when adopting a perspective that says opportunity presents itself in all corners of the globe.

At Delaware Investments, we believe in taking an adaptive, risk-aware approach to global markets. Follow the links above for wide-ranging perspectives about global investing and the crosscurrents impacting investment activity throughout the world.

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Taming inflation: A delicate balance

Emerging Markets Equities

Liu-Er Chen, CFASenior Vice President, Chief Investment Officer – Emerging Markets and Healthcare

Portfolio manager Liu-Er Chen looks at the overall picture for emerging markets, with a focus on inflationary threats.

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When prices stop reflecting fundamentals

Global Growth Equities

Jeffrey S. Van Harte, CFASenior Vice President, Chief Investment Officer – Focus Growth Equity

Portfolio manager Jeffrey S. Van Harte discusses the outlook for growth equities in light of macroeconomic uncertainty.

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Viewing headwinds through a company-specific lens

International and Global Value Equities

Ned Gray, CFASenior Vice President, Chief Investment Officer – Global and International Value Equity

Todd A. Bassion, CFAVice President, Portfolio Manager

Portfolio managers Ned Gray and Todd Bassion consider significant headwinds at play within international equities markets.

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An uncertain path in Europe

Global Infrastructure Equities

Brad Frishberg, CFAManaging Director, Chief Investment Officer of Infrastructure Securities – Macquarie Capital Investment Management LLC

Andrew Maple-BrownManaging Director, Portfolio Manager – Macquarie Capital Investment Management LLC

Portfolio managers Brad Frishberg and Andrew Maple-Brown examine the heightened levels of investor anxiety that have stemmed from the European debt crisis, and their implications for global infrastructure equities.

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Policy missteps, asset bubbles, and headline risk

Real Estate Securities and Income Solutions

Bob ZenouziSenior Vice President, Chief Investment Officer – Real Estate Securities and Income Solutions (RESIS)

Portfolio manager Bob Zenouzi reviews the landscape for listed real estate equities, explaining major headwinds that exist abroad as well as here in the United States.

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Amid market pressure, a focus on core investments

International Fixed Income 

Graham McDevittGlobal Strategist, Senior Portfolio Manager

Senior portfolio manager and global strategist Graham McDevitt considers the economic problems facing Europe, pointing out that challenges are spreading beyond peripheral European countries.

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