The pivot favoring emerging markets

BlackRock
Door juli 1, 2019 07:38

The pivot favoring emerging markets

Lees het volledige artikel

Russ explains why the suddenly easier central bank policies could be key for emerging markets.

During the week of June 17th, almost every asset class, from emerging market debt to bitcoin, surged. The catalyst? The same one responsible for the 10-year old bull market: easier monetary policy. This suggests that while uncharacteristically stingy central banks may have harmed risky assets last year, 2019 is shaping up to be yet another year of liquidity driven gains.

Under this scenario, assets levered to financial conditions are likely to be some of the best performers. Included among them: emerging markets (EM) stocks.

Since late February, the MSCI Emerging Market Index has been flat. In contrast, developed market equities have gained about 5%. With the recent pivot by central banks, it may be time for EM stocks to start playing catch-up.

Bang for the buck

Buying emerging markets at a time of decelerating global

BlackRock
Door juli 1, 2019 07:38

Zoek

Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

Load More...

Zoek op datum

juli 2019
M D W D V Z Z
« jun   aug »
1234567
891011121314
15161718192021
22232425262728
293031