Views
Emerging Markets: How to unlock the next wave of returns
Insights Paper 29.10.2019 Emerging Markets Charts & Views - A tug of war between weaker growth and looser policies
55

Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global trade.

More > 10 minutes
  • 55
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario
99

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
  • 99
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.03.2019 Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility
60

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
  • 60

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