Emerging & frontier market equities managers 2019

In summary

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Topics

White papers
Transitory is the Name of the Game
2021-07-26T12:57:00ZBy Barings (Europe)
Muted reaction to a high U.S. CPI reading confirmed markets believe the Fed is heading to a policy mistake following recent upward shift in median dots. In the U.S., we watch the release of flash PMIs, while the ECB should adjust policy strategy. In Asia, Japan CPI remains benign.
White papers
Out of the Shadows: The rise of emerging Asia
2021-07-22T16:05:00ZBy Pictet Asset Management
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
White papers
Summer Boom Meets COVID Concerns
2021-07-22T13:10:00ZBy Barings (Europe)
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.