All Middle East articles
-
White papersA New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
-
White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
-
People NewsPATRIZIA appoints new Head of Global Client Solutions MENA to launch regional office in the Middle East
PATRIZIA has appointed JC Klein as its new Head of Global Client Solutions for Middle East and North Africa
-
White papersMiddle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
-
White papersCIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
-
White papersTargeting positive returns in an uncertain climate
A decade after the global financial crisis, the uncertain economic conditions it ushered in continue to starve Europe’s investors of returns
-
White papersPartners Group: gaining from long-term tailwinds
Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.
-
White papersThe Real Story Behind the CMBX.6: Debunking the Next "Big Short"
The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” But the narrative of the dying regional mall conceals other realities. In fact, the American mall is evolving to meet modern consumer demands. And thanks to the specific property composition of the CMBX.6, the loan losses in its collateral pool will likely be modest. As a result, returns on the CMBX.6 are likely to be far higher than short sellers expect.
-
White papersCross Asset Investment Strategy Special Edition: Outlook 2019
With late cycle features continuing to materialise and a higher level of vulnerability developing due to the uncertain geopolitical backdrop, 2019 will require investors to embrace a more prudent approach, despite the benign global economic outlook.
-
White papersUK equities: Mid-year Review
While UK equities had a more volatile first quarter, sterling weakness helped the FTSE 100 outperform the broader market.
-
White papersFixed income/macro: Mid-year Review
At the start of the year, the world appeared to be in the middle of a highly synchronised economic recovery.
-
White papersTurkish delight turns sour?
Concerns about the deteriorating Turkish situation helped core government bonds perform better, but credit market spreads were generally a little wider and emerging markets were very weak.
-
White papersIn Credit: World Cup Blues?
The phenomenon of rising nationalism, including trade war rhetoric, continues to weigh on risk markets and provides an anchor to core government bond yields.
-
White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
-
White papersU.S. Pullout of Iran Nuclear Deal: What Next for Oil, Business?
The United States has pulled out of the Iran nuclear deal in a move that could have wide-ranging implications for oil markets, trade and the Middle East peace process. Read about the potential impacts.
-
White papersThe inflation pendulum
It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.
-
White papersSparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
-
White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
-
People News
Invesco Real Estate Expands Structured Investments Capabilities With Recruitment of Teresa Zien
Appointment supports Invesco’s expansion in the real estate credit space and its bridge loan origination efforts nationally.
-
White papersMonthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
