All Global articles – Page 145
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Opportunities hidden in Emerging Market Debt can add bite to investors’ portfolios
Emerging markets (EMs) have delivered world-beating returns in recent decades, especially for those who have invested wisely. Picking the right assets in EM economies has yielded compelling returns for those willing to look for them.
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Inflation: the good, the bad and the ugly
Global inflation is heating up. According to the International Monetary Fund, the global consumer price index (CPI) is expected to rise from its recent 2015 low of 2.8% to 3.5% in 2017 and then hover around this level for the next five years.
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In Emerging Markets - If you like growth, buy value
Emerging markets are often lumped together under the acronym ‘GEM’, or global emerging markets. In reality, this is not a homogenous mass of similar companies trading at similar valuations.
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Homegrown Expertise In Emerging And Frontier Markets
Coronation Fund Managers is one of the largest managers of institutional assets in Southern Africa, with a track record of delivering strong long-term returns.
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High yield: beyond the obvious
Credit research has long been the mainstay of active high yield investment. While clearly important, we believe that it should not be used in isolation.
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Ageing Population: when a major demographic trend becomes an investment opportunity
At Generali Investments we believe it is important to focus on relevant structural trends and investment themes, presenting a growth potential that is largely driven by real economy factors.
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5G: The Foundation for a Hyper-Connected World
Principal is sparking an ongoing conversation on transformational technologies and their influence on our world.
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Strategic Relative Value: Q4 2017
A quarterly look at how macro events are driving relative value around the globe.
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Economic Insights: September 2017
Global expansion stays on track: The global economic recovery that began in early 2016 has reached a self-sustaining velocity.
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Consistent Returns in a Changing World: Managing Political Risk Across Developed Market Equities
A powerful cocktail of economic headwinds, disparities in income between rich and poor, polarisation in beliefs and sporadic ‘lone wolf’ terrorist attacks has conspired to destabilise the political landscape across much of the developed world. Recent elections and referenda have had unforeseen results. Anti-establishment sentiment has flourished. Over recent years political risk has become accentuated, and has arguably not been so acute for a generation. Many of today’s active equity managers investing in developed markets have not faced the challenge of managing such specific political risks before in their investment careers.
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Economic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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Real Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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Cross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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Strategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
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Are ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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China-US détente eases investor fears
International investors have greater opportunity to benefit from China’s continued rise.
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The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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Argentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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Economic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.