All Emerging Market Debt articles – Page 27
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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Emerging-Market Debt: Our Outlook for 2018—and Beyond
Emerging-market debt has the potential to boost income and returns in 2018.
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Cross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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Global Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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Is it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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Technology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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Asia’s new era of sustainable growth
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
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The 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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Japan: 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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Cross 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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Global 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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CIO 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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CHINA: 19th party congress and beyond
What are the key takeaways from the 19th Party Congress?
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Venezuela 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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Opportunities 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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A 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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Why 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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Opportunities 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.