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Tag "emerging markets"

TCM Investment Funds – Webinar – Impact COVID-19 op Emerging en Frontier markten

🕔11:00, 29.Jun 2020

Webinar – Impact COVID-19 op Emerging en Frontier markten Maandag 29 juni a.s. organiseert TCM Investment Funds het webinar “Impact COVID-19 op Emerging en Frontier markten”. Hiervoor nodigen wij u van harte uit. Fundmanagers Wytze Riemersma en Marco Balk praten

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Nordea AM | ESG in EM, why it matters now more than ever

Nordea AM | ESG in EM, why it matters now more than ever

🕔16:05, 26.Jun 2020

Interview with Portfolio Manager Juliana Hansveden                   Last Wednesday, 24 June 2020, Nordea AM hosted their weekly Morning Espresso session. The session starts with Sébastien Galy, Senior Macro Strategist, who gives a

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A motionless journey: From CFA franc to eco

A motionless journey: From CFA franc to eco

🕔11:05, 15.Jun 2020

The reform of the currency is mainly symbolic In 2019, the West African Economic and Monetary Union (WAEMU1 ) initiated a shift from the CFA franc, the local currency, to a newly created currency – the eco. This marked the

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Weekly Market Recap

Weekly Market Recap

🕔08:41, 9.Jun 2020

Upside surprises in labour market data appeared to drive much of last week’s positive sentiment. Stocks rose sharply on Wednesday, following a much smallerthan-expected decline in ADP’s tally of monthly payrolls. The payroll processing …

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔07:52, 4.Jun 2020

Market dislocation creating long-term opportunities Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading

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Looking at Emerging Market Bonds Through New Lenses

Looking at Emerging Market Bonds Through New Lenses

🕔12:48, 3.Jun 2020

Why recent developments could impact the asset class A number of emerging markets (EM) are experimenting with quantitative easing. The fall in oil prices has opened up new opportunities for fixed income investors. There are attractive valuations in select EM

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Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

🕔14:49, 22.May 2020

Market Commentary This is not the first time that Carmen Reinhart has cried wolf. As recently as May 2018, she argued in a Bloomberg interview that rising US inflation and US rate hikes would sink EM, because “more than two-thirds

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Status update: Coronavirus and EM fixed income in 2020 and beyond

Status update: Coronavirus and EM fixed income in 2020 and beyond

🕔13:59, 22.May 2020

Market Commentary As of 27 April 2020, eighteen times more people have died from coronavirus per million of population in developed countries (DMs) than in Emerging Markets (EM). This is partly due to measurement problems, but there may also be

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Market dislocation creating long-term opportunities

Market dislocation creating long-term opportunities

🕔15:50, 21.May 2020

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession. However,

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Emerging market equities: Short-term pain, long-term gain?

Emerging market equities: Short-term pain, long-term gain?

🕔14:00, 20.May 2020

Key points  Emerging markets are not homogenous. Taking a bottom-up, idiosyncratic approach can help identify investment opportunities regardless of where companies are based or macroeconomic conditions. In times of heightened volatility, a patient approach and an extended time horizon can

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Emerging markets under COVID-19

Emerging markets under COVID-19

🕔10:44, 20.May 2020

Developing nations face multiple shocks with uneven ammunition To date, emerging markets appear to have coped relatively well with the pandemic, with fears of a largescale humanitarian crisis so far misplaced. However, Iran, Russia and Turkey remain hot spots. Multiple

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COVID-19 Impact on Emerging Markets

COVID-19 Impact on Emerging Markets

🕔12:20, 8.May 2020

The rapid global spread of COVID-19 and the subsequent lockdown measures have resulted in a global humanitarian and working capital crisis rolled into one event. The monetary and fiscal policy measures put in place by central banks and governments have

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Capital Group – Webinar – Emerging market equities: Short term pain, long term gain?

🕔09:30, 6.May 2020

Webinar – Emerging market equities: Short term pain, long term gain? Emerging Markets have developed, broadened and deepened, but in current volatile markets, will they remain the key drivers of global growth? Please join Capital Group, an emerging markets pioneer,

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Going Global in Equities

Going Global in Equities

🕔14:08, 1.May 2020

White Paper  It is telling that asset managers today closely monitor specific themes that would have seemed very niche just 20 years ago, such as the spending patterns of millennials in Asia. Why? Because Asian millennials' spending power has the

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Weekly Manager Views: Fixed Income

Weekly Manager Views: Fixed Income

🕔13:34, 24.Apr 2020

For emerging markets (EM) to do well, global markets require a growth rebound in Q3 or Q4. At a minimum, we would hope to see a peak in fatalities and new daily cases of the virus, followed by a clear

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Top-Down Investing In Emerging Market Equities

Top-Down Investing In Emerging Market Equities

🕔14:00, 23.Apr 2020

EXECUTIVE SUMMARY We believe that getting the country call right is the most important decision when investing in Emerging Market equities. Over the last 10 years, top-down (i.e., country and sector) Value has outperformed in these markets, even as bottom-up

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How Quantifying ESG Risks in Developed Markets Fixed Income May Enhance Investor Outcomes

How Quantifying ESG Risks in Developed Markets Fixed Income May Enhance Investor Outcomes

🕔07:32, 23.Apr 2020

Our Key Risk Indicators (KRIs) bridge the gap between sustainability disclosure standards such as those set by the Sustainability Accounting Standards Board (SASB) and quantifiable ESG trends developed specifically with investment analysis in mind. The following is an update of

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Caution: emerging market local debt

Caution: emerging market local debt

🕔16:40, 21.Apr 2020

We see improving outlook for credit in general due to overwhelming policy action to limit the coronavirus shock and recent market selloffs. Yet we have turned more cautious on emerging market (EM) local debt despite depressed valuations after selloffs. Why?

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Nordea AM – Webinar – Uncovering value in Emerging Market Debt

🕔16:30, 21.Apr 2020

Webinar – Uncovering value in Emerging Market Debt The dramatic global liquidity and confidence shocks related to the spread of COVID-19 and the decline in oil prices caused a fast and intense sell-off: a market combination impacting especially emerging markets’

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Volatility in 2020: What it means for emerging market debt

Volatility in 2020: What it means for emerging market debt

🕔09:09, 21.Apr 2020

Investment Insights  Capital Group’s Kirstie Spence explores how the coronavirus and general market volatility have affected emerging market debt, how liquidity is holding up, and provides her outlook for the asset class. How has emerging market debt fared in these

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Lazard AM – UITGESTELD – ‘Data science en AI in asset management, toezicht op ESG en emerging markets’

🕔14:30, 16.Apr 2020

UITGESTELD – meer informatie volgt hopelijk binnenkort McKinsey & Company, De Nederlandsche Bank, en Lazard zullen hun inzichten delen over data science en AI in asset management, toezicht op ESG en emerging markets. De bijeenkomst wordt afgesloten met een drankje,

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Coronavirus impact and response: A global view

Coronavirus impact and response: A global view

🕔08:14, 16.Apr 2020

Global Market Strategist Office  The members of the Invesco Global Market Strategist (GMS) Office are seasoned professionals spread around the world, and each of them offers a unique perspective and area of expertise to our clients — resulting in true

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Discount double check in CEFs

Discount double check in CEFs

🕔22:32, 15.Apr 2020

The Dow Jones Industrial Average just closed out its worst first quarter on record, after a dropping 23% since the start of the year1. The selloff has disproportionately affected equities relative to bonds, potentially resulting in an overweight to bonds

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Stay calm and remember why you own bonds

Stay calm and remember why you own bonds

🕔20:03, 14.Apr 2020

Since late February, U.S. equity and bond markets have been historically volatile—on the same level of the 2008-2009 Global Financial Crisis in fact. In March, we saw the fastest bear market correction in the S&P 500 Index on record. Rates

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Two reasons for favoring U.S. stocks

Two reasons for favoring U.S. stocks

🕔17:22, 13.Apr 2020

We have an ongoing preference for U.S. stocks over other developed markets. Mike explains why. We favor U.S. stocks to their other developed market peers over the next six to 12 months. Why? The U.S. policy response to the coronavirus

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Aanstaande donderdag 9 juli 13:00 is het webinar 'Asset Allocatie Consensus Online'. We gaan met Hans Stegeman en William de Vries @TriodosIM in op ESG en impact beleggen. Aanmelden kan via: https://www.alpharesearch.nl/event/asset-allocatie-consensus-online-juli-2020/

"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads

"Investment Strategy Commentary: Will the V Become a W?" -> https://www.opiniopro.com/2020/07/northern-trust/investment-strategy-commentary-will-the-v-become-a-w/

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