All Emerging Market articles – Page 26
-
White papersElection countdown: A Trump opening after the final Presidential debate?
President Donald Trump and Former Vice President Joe Biden met in Nashville, Tennessee on Thursday 23 October for the final presidential debate. This is an important milestone in the campaign, and early indications the morning after the debate are that while both camps felt proud of their performance, it may persuade some undecided and GOP-leaning independent voters back to the Trump fold.
-
White papersMoving the Needle
The U.S. election will be big news in November, but news on coronavirus vaccines will probably “move the needle” more for markets.
-
White papersChoosing Trump or Biden
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
-
White papersPositioning for the 2020 U.S. Presidential Election: An Update
Undeniably, 2020 has been an eventful year and the fireworks are likely not yet over. Amidst rising COVID-19 infections and a stuttering economic recovery, investors are preparing for the U.S. Presidential election. While this election may be one of the most contentious in U.S. history, investors should remember that that once the elections pass, much of this noise typically quiets and risk assets are able to resume a trajectory dictated by fundamentals.
-
White papersMarking UN Day
As a leader in sustainability and investment, on UN Day we’re supporting companies’ efforts to build back better from the pandemic and create a positive societal and environmental impact.
-
White papersWhen the chips are down: the outlook for semiconductors
After a challenging 2019, the semiconductor manufacturing sector was placed under even more pressure by the exogenous shock of the coronavirus pandemic. Yet the industry has staged an impressive recovery and our Global Emerging Markets team retains a positive long-term view on the sector, arguing that technology trends will quickly reheat any cooling demand for global chips.
-
White papersDisruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
-
White papersCoronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent.
-
White papersWhat the US election means for markets … and what it doesn’t!
While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may increase the uncertainty and anxiety for investors as we approach election day. Most recently we saw evidence of this anxiety as the market reacted to news of President Trump’s positive Covid-19 test.
-
White papersWhy this time may be different for Chinese equities
In the past, China’s stock markets were prone to boom and bust. After a rally that has seen the CSI 300 index rise by around 17% since March, David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, explains why this time may be different for China’s equity markets.
-
White papersECB QE Monitor - October 2020
The ECB’s balance sheet is now equivalent to 56% of euro area GDP compared to 39% at the start of the year.
-
White papersThe Pandemic Productivity Shock
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
-
White papersOvercoming underwriting obstacles in a pandemic and beyond
The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.
-
White papersBuilding ESG momentum in US equities
US ESG (Environmental, Social and Governance) investors are increasingly likely to benefit as the country’s companies close the gap with best-in-class global companies on ESG disclosure and performance. The trend towards ESG in the United States is being driven by asset owners demanding ESG integration into corporate business strategies, investors using it as a source of alpha1, and regulators looking to formalize ESG into its rules and protocols.
-
White papersWhat you need to know about the 2020 US presidential elections
The US is just three weeks away from a presidential election with potentially major repercussions for economic policy in the US and further afield. Daniel Morris, chief market strategist, and Mark Allan, US economist, review the key points.
-
White papersWhy traditional balanced portfolios will not deliver attractive returns
The Covid-19 crisis turned the world on its head, creating major challenges for investors.
-
White papersHow Covid-19 will reshape the world and investments
Every global shock leaves a legacy. The hyperinflation and labour unrest of the late 1970s and early 1980s, for instance, gave birth to Reaganomics and Thatcherism while the 2008 credit crisis ushered in an era of ultra-low interest rates that persists to this day.
-
White papersA new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
-
White papersAsset class return forecasts: the winners of the next five years
It gives me great pleasure to introduce our 8th Secular Outlook, which explores the trends we believe will have the greatest impact on financial markets over the next five years. Readers won’t be surprised to learn that this edition has been the most difficult of the eight to produce.
-
White papersA Civil Vice Presidential Debate Has Little Impact On The Race
Vice President Mike Pence and Senator Kamala Harris met yesterday in their one and only Vice Presidential debate in Salt Lake City. This was the second most important milestone in the 2020 Presidential election, and early indications on the morning after the debate is that it did not change the trajectory of the race that has moved decisively in favor of former Vice President Biden.
