The Recent Performance of ESG Investing, the Covid-19 Cataly...
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The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment for Emerging Markets (EM) assets.More > 10 minutes
Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months.More 5 to 10 minutes
The concept of factor investing emerged at the end of the 2000s and has completely changed the landscape of equity investing.More > 10 minutes
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 opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.More > 10 minutes