Emerging market debt managers 2018

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White papers
2020 midyear Global Investment Outlook, BlackRock Investment Institute (BII): The future is running at us
2020-07-02T09:35:00Z By BlackRock
Our experts explain how the coronavirus shock is accelerating structural trends in inequality, globalisation, macro policy, and sustainability, which is fundamentally reshaping the investment landscape and will be key to shaping investor outcomes. The most important action investors need to take today, in our view, is to review their strategic asset allocation to ensure portfolios are resilient to these supercharged trends.
White papers
Emerging market debt: guiding beliefs for today’s market
2020-07-02T08:58:00Z By Franklin Templeton Investments
With some countries lifting coronavirus lockdown periods, our emerging market debt team looks at the temporary factors affecting the asset class and reviews some key features investors should consider for the long-term. Bottom-up analysis, a benchmark agnostic approach and diversification might not sound like new ideas, but the current context underlines their importance even more.
White papers
Coronavirus & Inflation in Advanced Economies: Slower for Longer
2020-06-26T09:28:00Z By Barings (Europe)
If consumers manage to recover quickly and healthily, thanks in part to so much public money being put in their hands, supply may fall short and inflation could come back.