Global analysis of venture funding Welcome to the Q3’19 edition of KPMG Enterprise’s Venture Pulse — a quarterly report highlighting the key trends, opportunities, and challenges facing the venture capital market globally and in key jurisdictions around the world. Strong
De Cambodjaanse financiële-inclusiesector heeft de afgelopen maanden (en jaren) flink in de belangstelling van de media gestaan. De berichten in de media komen er kort gezegd op neer dat er sprake is van een (on)verantwoorde praktijk van kredietverstrekking en het
Strong fundamentals and powerful tailwinds make this growing asset class one to watch for global investors. Asset class offers an increasingly significant opportunity set, growing to nearly USD $1 trillion in issuance as a vast regional investor base absorbs new
The largest sector in the Asia investment universe is being disrupted and digitally re-imagined by a wave of new competition challenging legacy business models. This revolution is being driven by regulation and technology. We believe these drivers of change are
With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects? In this webinar, Portfolio
At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who emphasised the importance of ARP strategies being diversified.
The UN Principles for Responsible Investment (PRI) is an international network of investors working together to put six principles of responsible investment into place. PRI signatories in Asia increased by 29% in 2018, growing at more than double the rate
What should investors know about Asia credit? It’s a sizeable market: The US$1.2 trillion Asia credit market is a significant and growing part of the emerging market fixed income universe.1 It’s relevant to investors: With a low correlation to other major
One of the key economic trends we’ve observed this year in the Asia ex Japan region is the synchronous lowering of policy rates from a broad range of central banks. That’s in contrast to a series of rate tightenings last
A hard landing in China remains a looming threat to the global economy and especially to the rest of Asia. Chinese authorities have averted such a scenario so far, but rising leverage in China’s financial system magnifies the risk of
Low-carbon and factor-based investing are two key trends in the global investment management industry. This paper investigates the impact of low-carbon screening on traditional market-cap-weighted portfolios and factor portfolios (quality, value, momentum, and low volatility) across seven Asian markets: Australia,
Global markets and multi-asset portfolios It has been more than a year since the start of the U.S.-China trade dispute and resolution seems no closer at hand. Instead, trade tensions intensified in August. The trade truce reached at the Osaka
Background: how ASEAN youths assess technology and the future of work Each year, the World Economic Forum runs a survey of Association of Southeast Asian Nations (ASEAN) youths aged 15–35 years old. The goal is to understand the views, priorities
An Asian central bank policy outlook There have been three easing cycles in the past 20 years: 1998-99 during the Asian financial crisis, Russian debt default and the collapse of Long-Term Capital Management (LTCM); 2000-04, in reaction to the bursting
Time is running out to solve China’s debt bubble China onshore bonds enter the mainstream Spooked by the yield curve inversion Asian equities: on the right side of history Europe’s equity markets look undervalued Strategies that benefit from volatility Why
With fresh memories of 2018’s market correction, and valuations looking stretched, Asian investors are looking for sophisticated strategies fit for all market conditions. Financial markets have proved unpredictable so far in 2019. While the fog of US/China trade frictions have
An Asian central bank policy outlook Historically there has been a general co-movement between Asian central banks and the US Federal Reserve (Fed), albeit that there is heterogeneity between banks’ reaction functions. Past episodes suggest the magnitude and duration of
Weekly Economic Commentary I know this will sound un-American, especially around Independence Day. But I have enjoyed following the Cricket World Cup. Think baseball, but with only two bases, no foul territory and no seventh-inning stretch. (There are, however, drink
Asia ex Japan’s economy has been growing steadily and remains one of the fastest growing major regions in the world. The region is expected to grow at 5.7% in 2019, while G7 economies will grow at just around 1.6%. Asia’s
India insights Indian equities outperformed emerging markets by 8.2% in USD terms in May, fueled largely by anticipation of a favourable outcome in the election We expect the RBI to cut rates in 1HFY2020, with the rate cut possibly coming
Across Asia, new risk-based insurance regulations are in various stages of development. From experience in Europe, we know that implementation of these new rules could have a profound impact on insurers’ investment strategy. In the fast-growing Asian insurance market, a
The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterise Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match
With corporate fundamentals weakening, security selection is key With corporate fundamentals generally weakening as global economic growth slows, the opportunity to generate gains through broad allocations to investment‑grade corporate bonds has diminished. We think that short‑maturity Asian investment‑grade corporates denominated
Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a
Regional growth has slowed in recent quarters, … After reaching cyclical highs of 6.4% yoy in H1-2018, regional growth in Asia ex Japan slowed materially in H2-2018. Our GDP-weighted regional growth tracker slowed to 6.0% yoy in Q3-2018 and to
Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!
Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP
De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx
SAVE THE DATE 4 Februari 2020! #AAA2020 #JubileumEditie https://t.co/RWVaNl0PCk
