All Emerging Market articles – Page 43
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White papersTrends in Private Market Investing
Sean Ward looks at the trends that are emerging across buyout managers and how this is impacting investor sentiment.
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White papersRecovery Scenarios and Emerging Themes
Erik Knutzen shares insights on navigating the range of paths through the recovery and our playbook for capitalizing on investment themes.
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White papersCOVID-19: What will unprecedented policy response mean for economies and markets?
While global policymakers around the world have acted with unprecedented speed and force to the COVID-19 pandemic, their actions are unlikely to prevent the world falling into the deepest recession since World War II.
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White papersBalancing the carbon equation: how we are investing for a better climate
The climate crisis does not end at our coastline, it is a global emergency – and dealing with it requires coordinated action to safeguard the planet for future generations. In the latest Equitorial, we explain how our bespoke solutions can help meet investors’ climate change needs.
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White papersMarket weekly – Chinese equities – ahead of the curve
Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.
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White papersFutures Shock
Amid unprecedented market dislocations and uncertainty, preparing playbooks for a range of outcomes can help us stay nimble and adaptive.
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White papersGlobal emerging markets: virus valuations
Over the past month, global stock markets have been buffeted by the mounting gravity of the coronavirus pandemic and the oil-price crash. With emerging-market companies trading at significant discounts to their intrinsic value, we believe that there are several quality stocks that have the potential to emerge stronger than their competitors in the aftermath of the crisis.
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White papersInvestment Lessons From Horror Movies
Recovering markets may offer a few signals about what lies ahead.
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White papersMarket Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Stephanie B. Luedke, Head of Private Wealth Management joins Joseph V. Amato, President and Chief Investment Officer of Equities, as he shares an update on the current equity market environment and discusses what to potentially expect from an economic “restart”.
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White papersData privacy and protection in the coronavirus pandemic
Policymakers around the globe have attempted to crack down on intrusions by technology companies into users’ data privacy, with tighter regulation and greater scrutiny. But the coronavirus pandemic has raised concerns about a similar intrusion by governments, for the greater public good. Engager Janet Wong explores the issue.
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White papersYesterday’s News & Tomorrow’s Guidance
The U.S. Q1 GDP advance estimate will show the pandemic’s economic impact, with Q2 expected to be worse, Markit flash PMIs indicate global economic conditions are deteriorating, and Congress struck another deal to replenish the small business aid program.
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White papersCoronavirus – Weekly update – 22/04/2020
Over the last week, the worldwide number of COVID-19 cases has continued to climb, reaching over 2.5 million, while deaths now number almost 180 000. One striking feature of the trajectory of the virus and the evolving public health response is the divergent trends across countries and continents that have appeared in recent days:
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White papersEM Equity: A Return to Fundamentals, but a Long Road Ahead
Conrad Saldanha, Neuberger Berman Emerging Markets Equity Portfolio Manager, discusses April’s EM equity market rally and the impact of falling oil prices on EM economies.
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White papersFast Retailing case study
Fast Retailing has made significant improvements in managing human rights risks in its supply chain and on other sustainability risks following investor engagement. This case study details how EOS has engaged with the company since 2016 on the challenges the company is facing as a casual clothing retailer.
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White papersFive portfolio construction themes for—and after—the global pandemic
At the end of 2019, we titled our year-ahead outlook, “20/20 vision: a clearer path for growth.” That was then. Markets have since been thrown into turmoil, and investors are grappling with positioning their portfolios to minimize the damage from the coronavirus-induced crisis and take advantage of an eventual recovery.
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White papersMulti-Asset Allocation Views: global recession prompts “whatever it takes” response
We have seen a robust global central bank policy response that, in its breadth and scale, is larger than all the stimulus programs seen during the 2008 global financial crisis. Events and timelines have been compressed in this crisis. Unsurprisingly, it seems to be having the desired effect of lessening the threat of bankruptcy and the associated level of job losses. It is also stabilizing financial markets.
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White papersLife beyond lockdown: how the coronavirus will accelerate existing global trends
As we navigate the ever-changing landscape of the coronavirus, the world is changing. Will the shifts in our way of life being introduced as part of the fight against the virus accelerate industry trends that were already underway?
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White papersCoronavirus Crisis: Impacts And Implications For Emerging Markets
After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be building in several EM and frontier countries. EM and frontier countries may be able to benefit from the experiences and best practices then put in place in countries affected by the pandemic earlier.
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White papersReimagining Handshakes For The Global Recovery
Crisis data is almost always lagging, so investors should focus on the psychology of getting back to normal.
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White papersYou’re Gonna Need a Bigger Stimulus
Worse-than-expected U.S. retail sales suggest a large drop in consumer spending, the IMF projects global growth will fall 3% in 2020, and people around the world are beginning to receive their stimulus checks—and it’s already not enough.
