27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging Markets Outlook for EM assets: opportunities and risks for EM-investors in 2023.
2/02/2023 Investment Views Global Investment Views - February 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
27/10/2022 Emerging Markets Emerging Markets Charts and Views - EM investing after the great repricing Emerging Markets investing after the great repricing
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious optimism in 2022 Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in focus in 2022 EM ready for a comeback, but volatility will remain high
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
12/02/2018 Emerging Markets Emerging Markets: How to unlock the next wave of returns After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...