All Emerging Market articles – Page 53
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White papersThe employment enigma: why is there no inflation?
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
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White papersGICS Reclassification: Assessing the Impact on Emerging Market Investors
The recent announcement by MSCI and S&P of a review of the Global Industry Classification Standard (GICS) will lead to a significant reduction of the IT weighting in the index.
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White papersSparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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White papersEmerging markets: From ‘why’ to ‘where in emerging markets’
Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.
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White papersEmerging Markets: how to unlock the next wave of returns
The recent increase in stock market volatility raised awareness among investors regarding the vulnerabilities in financial markets created by market complacency and associated with the extended phase of exceptional central bank monetary stimulus.
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White papersDaisuke 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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White papersDara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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White papersReaction: 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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White papersPotential New Emerging Markets On The Block: Argentina, Saudi Arabia And Romania
As an active manager focused on the emerging markets (EM), Mirae Asset not only looks at the current EM universe, but also at leading economies within the frontier index with forthcoming prospects for inclusion into the EM benchmarks.
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White papersEmerging Markets: How to unlock the next wave of returns
After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks” regime can last and which investment areas will continue to offer opportunities in the near future.
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White papersCross 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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White papersQuarterly Asset Class Return Forecasts: Q1 - 2018
The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK. Such growth is to be reflected in ever higher equity price levels and thus expected to become costlier with respect to the most recent valuations.
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White papersGlobal 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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White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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White papersTechnology 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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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 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.
