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Does Style Still Matter in Emerging Markets?

Does Style Still Matter in Emerging Markets?

🕔18:27, 21.okt 2019

We recently conducted follow-up research to our 2010 study, Does Style Matter in Emerging Markets? and found that the style distinctions among investment managers that we originally identified have grown more pronounced, generating differentiated patterns of performance—patterns that, in some

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CEE spreads will remain compressed

CEE spreads will remain compressed

🕔15:08, 17.okt 2019

Looking at the issuance performance so far this year, CEE countries have done a very good job. Several countries have already covered this year’s issuance plan and many others have also reached a high number. Slovakia seems to be lagging

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3 things that might surprise you about quality stocks

3 things that might surprise you about quality stocks

🕔07:53, 15.okt 2019

Do quality stocks come with a higher price tag? Is “quality” synonymous with “defense”? Do I need to go up in size to go up in quality? Tony DeSpirito seeks to clear up some common misperceptions about quality stocks. I

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The risks and rewards of investing in emerging market SOEs

The risks and rewards of investing in emerging market SOEs

🕔18:20, 14.okt 2019

Over the past few decades, emerging markets (EM) have evolved into a key component of the global equities landscape, attracting capital from investors eager to capitalise on the region’s compelling growth potential. But underwhelming investment returns and corporate governance issues

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Hard and local currency bonds provide different routes to returns

Hard and local currency bonds provide different routes to returns

🕔18:16, 14.okt 2019

Emerging market bonds are now a strategic holding for many investors. But the desired result from an allocation to emerging market debt cannot be achieved without first considering the attributes of hard and local currency-denominated bonds — the two broad

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4 strategies for investing in emerging markets

4 strategies for investing in emerging markets

🕔07:35, 14.okt 2019

Chris explores ways to manage your EM allocation, an out of favor, but still appealing asset class. Emerging markets were the darling of investors as recently as the winter of 2019, but now find themselves once again as unloved as

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Currencies through an ESG lens

Currencies through an ESG lens

🕔13:16, 10.okt 2019

IN BRIEF We believe a well-designed, tailored approach to using ESG factors for active currency management can be a source of added value for clients over the long term. We have designed our ESG approach as a framework that incorporates

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A preview of third-quarter earnings season

A preview of third-quarter earnings season

🕔07:36, 9.okt 2019

We see third-quarter earnings season offering some limited support to U.S. stocks in the near term, as a growth rebound is months away. Kurt explains. Equities have stumbled this month, as weak economic data has revived recession fears. This comes

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Looking for cover

Looking for cover

🕔07:59, 8.okt 2019

Covered call strategies in a closed-end fund may help long-term investors manage short-term volatility. Successful investing is not just about reaching the final destination; the journey itself can be equally important. Equity investors in particular need to account for the

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Takeaways from our Q4 outlook

Takeaways from our Q4 outlook

🕔07:30, 4.okt 2019

Mike shares what investors need to know as the final quarter of 2019 kicks off. The fourth quarter of 2019 kicked off with a market selloff and more evidence that a protectionist push is hitting the U.S. industrial sector. How

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PensioenPro – Leven en beleggen in tijden van lage rente

🕔11:30, 3.okt 2019

Als het om pensioenen gaat, is de rente allesbepalend. Wat gebeurt er op rentegebied, wat te doen bij stijgende/dalende rentes, hoe zit het met de reële rente en wat zijn de laatste inzichten op gebied van matching en vastrentende beleggingen?

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Going direct: How central banks could deal with the next downturn

Going direct: How central banks could deal with the next downturn

🕔07:25, 3.okt 2019

Elga discusses how central banks could “go direct” and use unprecedented coordination between monetary and fiscal policy to deal with the next downturn. This is the fourth and final blog in a series on the topic of “Dealing with the

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Disruption: The Implications of Going Cash-Free

Disruption: The Implications of Going Cash-Free

🕔13:27, 2.okt 2019

What do emerging market giants China and India have in common with Nordic countries Norway and Sweden? These countries are leading the way to a cashless society. With the proliferation of credit cards, smartphones, and wireless broadband, transactions have never

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Large, liquid and unloved: China’s story runs deeper than trade

Large, liquid and unloved: China’s story runs deeper than trade

🕔07:26, 2.okt 2019

China’s onshore equity market, while both vast and liquid, is relatively untapped by foreign investors. Jeff Shen looks beyond the trade war to explore the makings of a unique investment opportunity. Most of what investors hear about China today centers

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A growth recovery looming ahead

A growth recovery looming ahead

🕔07:28, 1.okt 2019

Elga explains why we see a growth pickup looming on the horizon. Hint: Watch the transmission of financial conditions. An expected dovish pivot by central banks has materialized. Now what? Financial conditions in key developed economies have become more accommodative

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Electric Vehicles in Emerging Markets

Electric Vehicles in Emerging Markets

🕔17:45, 30.sep 2019

Emerging markets are at an interesting crossroads when it comes to the issue of climate change. As they continue to grow at an accelerating pace, their greenhouse gas (GHG) emissions are rising precipitously, with transport the second biggest contributor. Electric

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Toward effective economic policy for the 21st century

Toward effective economic policy for the 21st century

🕔07:24, 30.sep 2019

Rick Rieder and Russ Brownback highlight their view that effective monetary and fiscal policy in the 21st Century needs to draw not only traditional economic theory, but also from the lessons of finance and other disciplines. We think the evidence

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Central and Eastern Europe defying gravity?

Central and Eastern Europe defying gravity?

🕔16:59, 19.sep 2019

Recently-published flash estimates of GDP growth in Central and Eastern Europe (CEE) depict a rather supportive picture of economic activity in the second quarter (Q2) (Exhibit 1). Undoubtedly, the quarterly growth clip decelerated somewhat, but remained laudable with Poland up

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Active investing in emerging markets (EM)

Active investing in emerging markets (EM)

🕔11:40, 19.sep 2019

Emerging markets (EM) are in the midst of a structural transformation. As many EM economies have moved up the income chain, the composition of their equity markets has shifted, first toward manufacturing and then to services, with technology one of

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CEE Market Insights | Fixed Income | Central and Eastern Europe

CEE Market Insights | Fixed Income | Central and Eastern Europe

🕔11:33, 17.sep 2019

While markets are trying to digest what the ECB’s new measures may mean in the longer run, CEE will see first monthly indicators from the real economy from August, as Poland will release important figures that could provide important insight

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The attractions–and the limits–of fiscal policy

The attractions–and the limits–of fiscal policy

🕔07:55, 17.sep 2019

Elga discusses how the favourable environment for fiscal policy should persist – yet cautions that global debt levels are already at record highs. This is the third in a series of four blogs on the topic of “Dealing with the

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Avoiding “diversification decay” in emerging-markets debt

Avoiding “diversification decay” in emerging-markets debt

🕔18:24, 16.sep 2019

The growth of index-based investing in emergingmarkets debt exposes such strategies to increasing levels of systemic, developed-markets risk. As a result, emerging-markets allocations based on indexes may be less effective as diversifiers in portfolios comprising mostly developed-markets debt. Off-benchmark countries

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Three Factors Shaping Prospects in Frontier Markets

Three Factors Shaping Prospects in Frontier Markets

🕔07:54, 16.sep 2019

Frontier markets experienced a challenging year in 2018, but as we enter the latter stages of 2019, we believe three distinct dynamics are working to drive a turnaround in performance in the sector. The global economy presented headwinds in 2018,

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How trade wars are weakening the BRICs

How trade wars are weakening the BRICs

🕔15:31, 11.sep 2019

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

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Reclassification of Saudi Arabia to Secondary Emerging Market Status

Reclassification of Saudi Arabia to Secondary Emerging Market Status

🕔18:31, 9.sep 2019

Saudi Arabia is projected to have an index weight within FTSE Global Equity Index Series (GEIS) of 0.31% and 2.86% within the FTSE Emerging All Cap Index (see Q16). Due to this projected size in the Emerging index, FTSE Russell

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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