STRIGO Sergei

2021-02-Blue paper-EM-invest-Slider
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Insights Paper 8.02.2021 EM Investment Opportunities for 2021
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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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Emerging Markets: How to unlock the next wave of returns
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Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing cen...
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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 fo...

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