BERARDI Alessia

2021-03-CA-month-Slider
159
Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
159

Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

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2021-02-Blue paper-EM-invest-Slider
137
Insights Paper 8.02.2021 EM Investment Opportunities for 2021
137

Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest...

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27
Monthly Cross Asset 4.11.2020 Addressing the legacy of the crisis in the EM: the right policy mix in...
27

The duration of the epidemic will ultimately determine the shape of recovery.

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asia-investing-Slider-1280x400.jpg
77
Investment Talks 7.08.2020 Investing in the first in, first out theme: opportunities in Asia
77

Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it,...

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57
Thematic Paper 23.06.2020 The day after #8 - Deglobalisation could improve diversification but a...
57

In recent years world trade dynamics have definitely shown an accentuated inversion of the globalisation trend and its robust contribution to global economic pe...

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30
Monthly Cross Asset 30.04.2020 Thematics Views - May 2020
30

Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under conside...

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72
Investment Talks 17.04.2020 Coronavirus crisis: impacts and implications for emerging markets
72

After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be buil...

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Emerging Markets: How to unlock the next wave of returns
84
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing cen...
84

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment fo...

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Emerging Markets: How to unlock the next wave of returns
57
Insights Paper 5.03.2019 Emerging Markets Charts & Views - Seek opportunities, but be aware of ...
57

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 see oppor...

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