All Emerging Market Debt articles – Page 25
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White papersThe UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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White papersJapan: three reasons for a positive outlook
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
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White papersCross Asset Investment Strategy: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.
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White papersGlobal Investment Views: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong.
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White papersCIO Insights: Four investing paradigms for an era of regime shifts
In a market environment characterised by disruptive trends and possible regime shifts, asset managers need to evolve and to enhance their capabilities to understand, measure and factor these new trends into investment processes.
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White papersCHINA: 19th party congress and beyond
What are the key takeaways from the 19th Party Congress?
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White papersVenezuela on the edge of the cliff: let's be cautious
President Nicolas Maduro recently announced the Republic of Venezuela’s intention to restructure all foreign debt, thus recognising the country’s current debt load as unsustainable.
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White papersOpportunities hidden in Emerging Market Debt can add bite to investors’ portfolios
Emerging markets (EMs) have delivered world-beating returns in recent decades, especially for those who have invested wisely. Picking the right assets in EM economies has yielded compelling returns for those willing to look for them.
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White papersA case for unconstrained emerging market debt
Emerging market debt represents a key source of income and risk diversification in a low-yield environment. Investment managers with the ability and expertise to navigate the diverse universe of EMD assets can offer their clients opportunities for attractive growth and capital gains.
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White papersWhy economic growth has been a mirage for emerging market investors
The link between emerging market companies’ earnings and GDP growth is tenuous.
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White papersOpportunities ahead in Asia EMs, despite increasing geopolitical tensions
EM Asian economies outlook has been improving and it’s expected to mildly improve further. We closely monitor geopolitical risk in the region.
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White papersCross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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White papersThe Emerging-Market Rally Is Far from Over
Afraid you’ve missed the rally in emerging-market (EM) assets? Don’t be. Responsible policies and pragmatic politics have taken hold in many developing countries. That bodes well for growth and suggests the rally has room to run.
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White papersEmerging Markets: Minding Their Own Business
There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust.
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White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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White papersEmerging market assets: Zoom out and re-focus
Emerging market assets well placed to outperform their developed world counterparts but too much attention is devoted to the short term.
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White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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White papersTaking Control of Your Bond Market Risk
Rising interest rates. Stretched valuations. Populist politics. These are some of the challenges bond investors face today. They’re also reminders of why it’s so important to manage interest-rate and credit risk in an integrated way.
