All Latin America articles – Page 3
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White papersEmerging market assets: Zoom out and re-focus
Emerging market assets well placed to outperform their developed world counterparts but too much attention is devoted to the short term.
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White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
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White papersConversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
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White papersTechnology, emerging markets, and the path to financial security
Just like the developed world, emerging markets populations are aging and looking for a secure retirement.
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White papersCross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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White papers2017 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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White papersCross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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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 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 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 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 papers
The case for global real estate
Stronger diversification and a wider opportunity set are just two of the reasons to consider investing globally.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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White papers
Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
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White papers
Global Real Estate Summary: Edition 1 2016
The global economy is relatively healthy, despite the fact that in most major economies domestic demand is expanding at a rate below its 10-year (or longer) average.
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White papers
Is the New GICS Sector Worth $100 Billion?
In a fitting time almost 25 years after the Kimco IPO kicked off the start of the modern REIT era, the Real Estate sector has matured enough to garner a home of its own.
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