EM Divergence on the Increase

GMO
Door september 9, 2019 18:07

EM Divergence on the Increase

Portfolio Manager Perspectives BlueBay Emerging Market Debt Update

Fall-out from Argentina, combined with global growth concerns, results in increased divergence between EM sub-sectors.

Global equity markets were once again volatile with a sell-off to start the week before staging a comeback. The net result was a loss of approximately 1% on the week and down between 3-6% on the month, depending on the market. The US yield curve also inverted for the first time since 2007, evidencing investor concerns over the global slowdown, which is weighing on risk assets.

GMO
Door september 9, 2019 18:07

Zoek

Twitter

The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

Load More...

Zoek op datum

september 2019
M D W D V Z Z
« aug   okt »
 1
2345678
9101112131415
16171819202122
23242526272829
30