All Emerging Market articles – Page 20
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White papersThe Brave New World
Supply chain disruptions persist, making the global reopening much less smooth. Contagious variants still weigh on activity, and vaccination levels in major emerging markets have progressed marginally. An energy price shock has added to the unpleasant mix.
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White papersThe Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG. Since the latest update in 2019, we have lived through a global pandemic that profoundly reshaped the global economy and society, and an eventful change of leadership in the United States.
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White papersLessons from the EU: Development of the UK’s green taxonomy
The UK is creating its own green taxonomy. Ahead of the publication of its Green Finance Roadmap, Kate Fowler, Senior Responsibility Analyst, discusses the lessons that the UK can learn from the EU’s taxonomy development to ensure that the process runs smoothly
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White papersThe Worst Seems to Be Over…Now It Gets Complicated
Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation.
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White papersShifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
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White papersConnecting the Dots on China’s Growth Outlook
Concerns about China’s slowing economy have focused on issues affecting property and manufacturing. But these are only part of the story. Investors seeking a fuller understanding of the risks and opportunities need to take a broader perspective.
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White papersUncovering Growth & Innovation in Germany’s Hidden Champions
Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.
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White papersEmerging Markets Charts & Views - Why EM could be back in focus in 2022
Emerging markets (EM) performance has been held back over the first three quarters of 2021 by a few factors, including the spread of the Delta virus variant in less vaccinated countries, news out of China (growth slowdown, regulation crackdown, and the housing slowdown alongside the Evergrande fallout), and the upcoming Fed tapering.
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White papersSDG Engagement Equity commentary: Samsonite
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Samsonite to create positive impacts on the environment.
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White papersFrontier markets post-pandemic
The pandemic has introduced a large exogenous shock into economies and markets. While the young age demographic and reduced ability to implement lockdowns may have resulted in less of an impact on frontier economies, the impact has still been significant.
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White papersHow to Invest in the Upside Down Cycle
Policymakers’ “whatever it takes” motto is designed to mitigate risks of an early recession. They will support a reacceleration of activity if an incomplete recovery makes the economy too frail to survive a downturn.
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White papersThe Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?
Reforming the European fiscal framework would improve the resilience of the Eurozone…provided that fiscal discipline is not abandoned.
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White papersCovid headwinds ease as China risks rise
At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
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White papersEmerging Markets: Poised for a Timely Recovery
The poor performance of emerging market (EM) equities relative to the U.S. equity market over the last decade is a salutary reminder that stock markets and economies are very different beasts. Find out why Origin Asset Management believes EMs are poised for recovery.
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White papersGlobal Investment Views - October 2021
Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI). The Fed announced a potential tapering, but the overall approach will be gradual and the ‘not enough growth’ narrative will remain dominant.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
Why we think the equity bull market can last at least until mid-2022.
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White papersInvesting Reinvented - Capturing Disruption in Companies and Portfolios
In a world of pervasive innovation, investors need a new mindset to identify transformational companies and portfolio strategies with true return potential. But reaping the benefits of innovation also requires some old-fashioned fundamental sense.
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White papersEurope: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
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White papers10 trends that will define the future of emerging market investing
In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years.
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White papersChina’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
