All Emerging Market articles – Page 64
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Shenzhen-Hong Kong Stock Connect opens for traffic
Offering a bridge for international investors accessing China’s ‘new economy’, policymakers are confident in Stock Connect’s future. China’s recent policy initiatives to attract international investors to its equities markets have struggled.
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Indonesia’s reforms gather momentum
Jokowi’s administration is making progress and pleasing investors in a region troubled by political controversies. Expectations were high when Joko Widodo won Indonesia’s presidential election in 2014.
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How China rules the waves
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
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Asian fund passports’ slow progress
While passports are likely to accelerate growth in the local fund industry, national interests are hindering their development.
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Asset Allocation Monthly: March 2017
Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low.
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French elections: what to expect should Le Pen prevail
Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.
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Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks
The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.
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[Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation.
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[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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Europe: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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Cross 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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House 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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Global 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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Cross 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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U.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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Recent 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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Investment 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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Mind 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.