All Emerging Market articles – Page 59
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papersHouse View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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White papersGlobal Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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White papersRecent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papersMind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
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![[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome INDEX](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/3/0/65530_Summary_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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![[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome index](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/2/8/65528_Full_paper_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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White papersGlobal Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papersBrexit: Panel Discussion
Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses the short and medium-term impacts of the UK referendum vote to Leave the European Union.
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White papersTaking Stock After Brexit
While global equity markets have rebounded after the Brexit vote, the medium- to long-term political and economic trajectory is uncertain, with many potential twists and turns.
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White papers
Sharpe contrast
The world’s emerging equity markets have always played host to ‘hot money’ and the rising liquidity of these markets coupled with the growth of exchange trade funds (ETFs) and other passive approaches has only exacerbated the problem.
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White papers
Edmond de Rothschild: Emerging markets returning centre stage
Interview Thomas Gerhardt - Head of Global Emerging Markets and Commodities
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White papers
Metzler: DC lifecycle models - avoiding a bond market bias
Lifecycle models within defined contribution (DC) pension schemes have typically been based around the idea of reducing investment risk as one gets older, by reducing exposure to equities and increasing exposures to bonds.
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White papers
Edmond de Rothschild: Global Value - A global vision with a local approach
Edmond de Rothschild Asset Management has been active in value investing for more than 15 years and as such has genuine expertise in this field.
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White papers
LGM Investments: The Search for Quality at a Reasonable Price
Emerging market stocks can exhibit balance sheet strength, attractive valuations and an increasing ability to pay out dividends, offering long-term investment options for sophisticated investors as part of diversified investment portfolios.
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White papers
Latam 2014: investment opportunities, even with tapering
The last twelve months have not been a blockbuster for emerging markets, Latin America included. As of end-October 2013, the MSCI LatAm Index had fallen 9%, versus an average 16.6% gain in the global equity markets that was mainly focused on developed markets and led by the US market – ...
