27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging ... Outlook for EM assets: opportunities and risks for EM-investors in 2023.
27/10/2022 Emerging Markets Emerging Markets Charts and Views - EM investing after the g... Emerging Markets investing after the great repricing
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... 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 fo... EM ready for a comeback, but volatility will remain high
17/05/2021 Emerging Markets Emerging Markets Charts & Views - Navigate the cyclical reco... The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven...
4/12/2020 Emerging Markets Emerging Markets Charts & Views - 2021 Outlook and Beyond The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for...
23/07/2020 Emerging Markets The New Silk Road routes: Why investors should care The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... 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... 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”...
