All Russia articles
-
White papersThe relevance of gold as a strategic asset - Russia edition
Russia has long had a close connection with gold, although one that has varied over many generations. For example, the Gokhran of Russia (The State Repository of Precious Metals and Gemstones of the Russian Federation), now part of the Ministry of Finance of the Russian Federation, can trace its origins back to 1719, when Peter the Great, Emperor of Russia, established the country’s first State Treasury.
-
White papers
Time To Revise Outdated Perceptions Of Russia?
Many investors seem to have misperceptions when it comes to Russia’s economy and the companies located there.
-
White papers
Russian ecommerce: a moonshot moment?
During a recent research trip to Russia, we confirmed our view that the nation’s ecommerce industry is a rare gem within the troubled wider economy. As Russia’s economic growth flags and protests become more frequent, we consider whether President Vladimir Putin’s ambitious “National Projects” spending program will manage to boost innovation – particularly in digitisation – and inject life into the Russian economy.
-
White papers
Russia’s Path to Credit Strength Amid Biting Sanctions
Despite sanctions imposed on Russia, their economy appears relatively resilient. In this paper, PGIM Fixed Income analyzes how Russia has coped with sanctions, what may lie ahead, and how this might impact its credit profile going forward.
-
White papers
Why Russia May be Set for an Explosion in E-commerce Growth
Historically a laggard in the e-commerce world, Russia is showing signs of life. But challenges remain.
-
White papers
20 years in Russia
In my 20 years of visiting Russia, its development has been patchy. One area that stands out: information technology Russia has turned Soviet-era legacies into free market strengths bolstering fields such as internet, social media and fintech. As an emerging market investor, I see the pieces coming ...
-
White papers
Russia: the fundamental story is intact, sanctions pose downside risks
The outlook for the Russian economy is positive, supported by expansive monetary policy, robust global trade and increasing oil price, even though the current context has deteriorated on the back of the last round of sanctions.
-
Asset Manager News
Second stage of construction commences at outlet village Pulkovo
Hines has announced commencement of the second phase of construction at Outlet Village Pulkovo, the first and largest retail outlet complex in Saint Petersburg.
-
White papers
Spheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
-
White papers
House View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
-
White papers
Fixed Income Asset Allocation Insights (May 2016)
In our monthly report, we examine the state of the fixed income markets and discuss our decision to sell into strength in investment grade credit and add additional securitized exposure.
-
White papers
Investment Strategy Insights: For Oil Prices, $40 Is the New $30 (May 2016)
We discuss our latest views on oil market dynamics in our monthly investment strategy report.
-
White papers
Emerging market local currency debt potentially offers value despite recent rally
Despite a strong rally in emerging-market local-currency debt this year, a widening yield differential with US rates points to the long-term value of the asset class, says Liam Spillane.
-
White papers
Emerging Markets Corporate Investment Grade Q&A
Steve Cook, Co-Head of Emerging Markets Fixed Income discusses the EM investment grade market and how low volatility ‘blue chips’ can offer diversification, yields and returns.
-
White papers
Fixed Income Asset Allocation Insights (March 2016)
In our monthly report, we discuss our latest views applying to our fixed income strategy, including a move in favor of securitized products.
-
White papers
Emerging Market Debt - 2020 Vision Revisited: Same Destination, Different Route
We revisit several of our original themes (the impact of growth, liquidity and rising interest rates) and incorporate some new ones to reflect how certain forces can quickly alter EM sentiment. Are our original predictions on course to become a reality
-
White papers
Popular Misconceptions Dispelled By Facts
Steve Cook, Managing Director, Senior Corporate Portfolio Manager discusses why weaker currencies and lower commodity prices are not always negative for EM corporates.
-
People News
Peter Rohrenbach is appointed to the new role of Regional Head of Benelux, France, Iberia and the Nordics within UBS Global Asset Management's real estate business
Peter Röhrenbach has been appointed Regional Head of Benelux, France, Iberia and the Nordics, for UBS’s Global Real Estate (GRE) business.
-
White papers
The Rise Of The Emerging Market Consumer: Regional Perspectives, Global Opportunities
The emerging market consumer is enjoying unprecedented levels of spending power and by 2050 emerging markets will be home to two thirds of global consumption.
