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Tag "emerging markets"

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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3 observations amid the COVID-19 crisis

3 observations amid the COVID-19 crisis

🕔07:47, 8.Apr 2020

The global coronavirus pandemic is testing all aspects of everyday life. Jeff Shen discusses how his team are using human and machine-mined insights to assess the landscape and look ahead. These are unusual times, to say the least. Few in

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Building timeless portfolios

Building timeless portfolios

🕔08:59, 7.Apr 2020

Minimum volatility strategies are one way to seek more equity stability, which may help investors stay in the markets over the long run. Severe volatility tests even the most disciplined investors. The longest-ever bull market for U.S. stocks came to

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Why we are warming up on credit

Why we are warming up on credit

🕔19:14, 6.Apr 2020

Scott explains how the extraordinary outbreak-fighting policy action – and recent market turbulence – has changed our view on credit. We see improving outlook for credit – with unprecedented policy action to limit the coronavirus shock in place and sharply

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Q&A: Emerging markets and the coronavirus

Q&A: Emerging markets and the coronavirus

🕔10:34, 3.Apr 2020

What is the Emerging Markets (EM) team’s take on the current environment? We are seeing a level of volatility across global markets that hasn’t been witnessed since 2008, in what feels like a global liquidation event. Emerging markets are no

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Emerging market local currency debt in volatile markets

Emerging market local currency debt in volatile markets

🕔15:47, 27.Mar 2020

Key takeaways The combination of the coronavirus outbreak and oil price volatility will likely stunt global economic growth in the near term. Markets often overreact during a crisis and present attractive opportunities for research-based investors to add to positions at

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Fed Chair Powell’s Mario Moment…

Fed Chair Powell’s Mario Moment…

🕔00:01, 20.Mar 2020

BlackRock’s CIO of Global Fixed Income and Head of the Global Allocation Team weighs in on recent Federal Reserve policy moves and what they might mean for markets. In a dramatic move on Sunday evening the FOMC took a series

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Waiting it out…

🕔15:22, 18.Mar 2020

The volatility across markets has created considerable anxiety amongst investors trying to gauge the effectiveness of the healthcare response + the monetary response + the fiscal response. Given how varied the responses are by region and country, this may be

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The real deal with emerging markets

The real deal with emerging markets

🕔00:31, 5.Mar 2020

Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class. Emerging markets (EMs) are largely unfamiliar territory for U.S. investors

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The euro as a funding currency

The euro as a funding currency

🕔12:56, 2.Mar 2020

IN BRIEF The euro has been an attractive funding currency for some time due to negative yields in the eurozone, low volatility in currency markets and the behaviour of the currency as more of a “risk asset” than “safe haven”.

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Africa’s public markets: Issues for investors

Africa’s public markets: Issues for investors

🕔16:51, 24.Feb 2020

The Emerging View The birth of modern African public financial markets can be traced to the end of the Cold War in 1989. As the superpowers relinquished their icy grip on the region, African governments became more accountable to local

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Coronavirus testing our global outlook

Coronavirus testing our global outlook

🕔16:54, 20.Feb 2020

Mike explains how our global outlook has evolved with the developing coronavirus outbreak. We still expect the global growth to edge higher this year, even as the coronavirus outbreak has introduced uncertainties, as detailed in the February update of our

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The economics of social unrest

The economics of social unrest

🕔18:53, 11.Feb 2020

Catherine explains the economic and political constraints leaders face in responding to the recent wave of global protests. Protest movements—most prominently in Latin America, the Middle East and Asia—have become a feature of the geopolitical landscape. Each protest is distinct,

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Coronavirus risks weigh on markets

Coronavirus risks weigh on markets

🕔23:37, 6.Feb 2020

Mike explains the key uncertainties surrounding the coronavirus outbreak that has sent risk assets tumbling. The coronavirus outbreak that started in China has sent jitters across global financial markets amid fears of a hit to the global economy. We think

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Meet the Economist: Elga Bartsch

Meet the Economist: Elga Bartsch

🕔16:33, 30.Jan 2020

Elga Bartsch, PhD, Head of Macro Research at the BlackRock Investment Institute, shares the biggest challenge of her career, why she practices yoga in her spare time, and more in the latest installment in our ongoing series of Q&As. We

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The U.S. dollar and emerging market assets

The U.S. dollar and emerging market assets

🕔15:25, 30.Jan 2020

Mike shares our view on the U.S. dollar, and how it supports our preference for emerging market assets. Two broad forces drive the U.S. dollar’s moves: monetary policy differentials and risk appetite. We see the U.S. dollar stabilizing or somewhat

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What now for value stocks?

What now for value stocks?

🕔18:15, 27.Jan 2020

Value investing has been a topic of conversation recently as investors have been on watch for the long-struggling factor to reverse its misfortune. Value has underperformed growth for so long that it is comparatively cheap. But that doesn’t automatically make

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Fed’s printing press favors emerging markets

Fed’s printing press favors emerging markets

🕔15:30, 27.Jan 2020

Russ discusses the catalysts favoring Emerging Markets, beginning with the Federal Reserve. Starting in late August two things happened that had not occurred in several years: The Federal Reserve started expanding its balance sheet and emerging markets began outperforming. The

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8 key investment themes for 2020

8 key investment themes for 2020

🕔07:52, 27.Jan 2020

Rick Rieder, Russ Brownback and Trevor Slaven contend that eight major market influences are likely to dominate the investment environment in the year ahead and that the proper portfolio mix will be instrumental in delivering a successful outcome. In our

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Why we like cyclical assets

Why we like cyclical assets

🕔16:27, 23.Jan 2020

Kurt lays out why we advocate for a cautious tilt into cyclical assets, such as emerging market and Japanese stocks. The new year has greeted markets with generally good news: The “Phase 1” trade deal between the U.S. and China

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3 tips for investing in the low-carbon transition

🕔12:48, 17.Jan 2020

We’ve read the headlines. Extreme weather events from wildfire to floods are forcing governments and companies around the world to consider climate-related risks as they plan for the future. Reducing greenhouse gas (GhG) emissions has been central to these plans

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Emerging Markets Debt Monitor

Emerging Markets Debt Monitor

🕔17:16, 13.Jan 2020

So you are telling me you will start your diet in 2021? Eaton Vance Management, a pioneer in the emergingmarkets debt space, presents the Emerging Markets Debt Monitor. We provide a comprehensive review of the emerging markets landscape through the

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2020 Outlook for Emerging Markets Equity Investing

2020 Outlook for Emerging Markets Equity Investing

🕔12:53, 10.Jan 2020

While US‑China trade issues still haven’t been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity. He shares his outlook

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Why we like health care stocks in 2020

Why we like health care stocks in 2020

🕔17:33, 9.Jan 2020

The presidential election year has begun, and the rhetoric around health care policy is likely to get louder as campaigning heats up. Tony DeSpirito talks with Portfolio Manager Erin Xie about the implications for health care stocks. In a year-end

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The role of inflation-linked bonds in a disinflationary EM environment

The role of inflation-linked bonds in a disinflationary EM environment

🕔11:04, 19.Dec 2019

The protection against inflation is a key goal for many investors, especially for those whose liabilities fluctuate with the inflation rate. This has traditionally been particularly important within emerging market (EM) countries as inflation tends to be higher than developed

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