Back to homepage

Tag "emerging markets"

Masterclass: Selectief beleggen in Emerging Markets

🕔12:00, 28.May 2019

Op dinsdag 28 mei organiseert Fondsnieuws een masterclass over de noodzaak van selectief beleggen in opkomende markten.

Read Full Article
New opportunities in Chinese bonds

New opportunities in Chinese bonds

🕔20:34, 22.Apr 2019

China’s local-currency bond market is opening up to global investors. Scott explains the investing implications. China’s local-currency bond market is opening up to global investors. The Bloomberg Barclays Global Aggregate Index begins including yuan-denominated bonds this month, automatically adding exposure

Read Full Article
Market turbulence and policy reversal shouldn’t cow investors

Market turbulence and policy reversal shouldn’t cow investors

🕔18:06, 15.Apr 2019

Rick Rieder and Russ Brownback argue that despite the market turbulence witnessed in the past several months, as well as a dramatic policy reversal, we find ourselves at a moment of remarkable economic stability. That fact, along with greater policy

Read Full Article
Emerging and Developed markets: So the last shall be first

Emerging and Developed markets: So the last shall be first

🕔11:02, 15.Apr 2019

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around

Read Full Article
Squeeze

Squeeze

🕔13:56, 12.Apr 2019

Fixed income markets are enjoying a good run with the Federal Reserve again, suggesting this week that rates are on hold for the foreseeable future. Brexit has been delayed and the economic data continues to look more like “goldilocks” than

Read Full Article
Time to be selective

Time to be selective

🕔13:02, 10.Apr 2019

Emerging Market Equity Spotlight Despite their troubles last year, emerging market equities are back in the spotlight. And, with trade tensions easing and dovish central banks in retreat, could the asset class emerge as a true leader? Trade tensions eased

Read Full Article
Emerging markets’ sunny prospects

Emerging markets’ sunny prospects

🕔13:02, 9.Apr 2019

Forget the recent market upheavals, emerging market (EM) bonds are in something of a sweet spot. Indeed, the coming year could well prove to be the reverse of a rather grim 2018. That positive appraisal boils down to two factors.

Read Full Article
Fed Zeppelin: Is the Fed making a mistake?

Fed Zeppelin: Is the Fed making a mistake?

🕔10:28, 8.Apr 2019

We were optimistic about a 2019 rebound in the US and in Emerging Markets, as described in our Dec/Jan Eye on the Market notes. But markets have now moved even higher than I expected. US equity valuations are well above

Read Full Article

March’s yield curve inversion vs the equity rally

🕔16:29, 5.Apr 2019

Key points Global equities continue to advance with year-to-date performance now running at 14.4%, supported by the strong growth and cyclical rally March witnessed fear return with the inversion of the US treasury yield curve. We examine previous episodes and

Read Full Article
3 investing ideas for the second quarter

3 investing ideas for the second quarter

🕔07:59, 5.Apr 2019

We see a repeat of the first-quarter rally as unlikely, and advocate more carefully balancing risk and reward as the second quarter kicks off. Richard shares three investing ideas for this quarter. Markets are off to a strong start in

Read Full Article
Key investment themes for the second quarter

Key investment themes for the second quarter

🕔07:17, 3.Apr 2019

Richard lays out our views for the second quarter–including three refreshed investment themes. Global stocks have had a strong start of the year. Will the rally be sustainable? We see a repeat as unlikely and a narrower path for risk

Read Full Article

ECB considers tiering, Chinese PMI delivers positive surprise and EM elections

🕔14:18, 1.Apr 2019

Discussions resurfacing on tiering ECB’s negative deposit rate. Last Wednesday, Reuters reported that the European Central Bank (ECB) was ”studying options to lower the charge that banks pay on some of their excess cash as a possible way to offset

Read Full Article
Global Fixed Income Views 2Q 2019

Global Fixed Income Views 2Q 2019

🕔15:53, 29.Mar 2019

Scenario probabilities (%) Source: J.P. Morgan Asset Management. Views are as of March 21, 2019. MARCH MADNESS Anyone in the U.S., or passing through this time of year, knows all too well about the collegiate basketball spectacle known as March

Read Full Article
The Wealth of Nations

The Wealth of Nations

🕔14:02, 29.Mar 2019

Emerging Markets Outlook Emerging markets (EM) have been fast out of the gate in 2019, recalling last year’s strong start and subsequent stumble. While we are constructive on the prospects for EM performance in the year ahead, we think the

Read Full Article
A roadmap for defensive investing

A roadmap for defensive investing

🕔06:35, 28.Mar 2019

Chris discusses defensive portfolio exposures that can create potential buffers to volatility, for when it reappears. While the 2019 market rebound has undone much of the damage from 2018’s year-end drubbing, the brutal selloff offers a key reminder for investors

Read Full Article
Emerging market local currency bonds: investing in frontier markets

Emerging market local currency bonds: investing in frontier markets

🕔11:02, 27.Mar 2019

Investment Insights For many investors, frontier markets remain relatively unexplored. They offer an additional opportunity set to informed investors, but investing in these smaller, less efficient markets also involves a number of unique challenges and risks. In this paper, we

Read Full Article

Fed adopts a dovish stance while the UK gears up for another week of Brexit talks

🕔10:13, 26.Mar 2019

Markets appeared caught in a logic loop after US developments last week. As well as announcing the wind-down of its quantitative tightening programme a little earlier than expected, the Federal Reserve confirmed its dovish outlook at its March Federal Open

Read Full Article
Where developed market earnings may be headed

Where developed market earnings may be headed

🕔06:20, 22.Mar 2019

Elga explains what our new tracker of developed market earnings is telling us, and why our view on earnings is gloomier than the markets. We have created a new tool for tracking developed market (DM) earnings. Our new earnings tracker

Read Full Article
Emerging Markets Record Mixed Performances in February

Emerging Markets Record Mixed Performances in February

🕔14:00, 15.Mar 2019

Perspective Emerging market equities saw mixed performances in February, with stocks in Asia faring better than stocks in Latin America and emerging Europe, which underperformed. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the month and

Read Full Article
Timing Allocations to Emerging Market Credit

Timing Allocations to Emerging Market Credit

🕔14:00, 15.Mar 2019

Short term volatility, long term opportunity?  While emerging markets is an asset class that can have bouts of volatility, it is difficult for investors to ignore given its diversification benefits, attractive valuations, and the fact that about 70% of global

Read Full Article
Emerging markets Commentary Q1 2019

Emerging markets Commentary Q1 2019

🕔02:10, 10.Mar 2019

The single most important price of an economy Financial markets appear to be entering a new phase after the big moves in rates and the Fed communication hiccup at the end of 2018. EM equities will benefit from easier financial

Read Full Article
Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔09:13, 9.Mar 2019

Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity,

Read Full Article
Seek opportunities, but be aware of short-term volatility

Seek opportunities, but be aware of short-term volatility

🕔17:02, 7.Mar 2019

Emerging Markets Charts & Views Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard

Read Full Article
Searching for Alpha Consistency in Emerging Market Equities

Searching for Alpha Consistency in Emerging Market Equities

🕔11:03, 7.Mar 2019

Despite recent headwinds related to country-specific economies and trade wars, emerging markets continue to be a source of alpha for investors. The success of emerging markets in the past has been based on themes. The major theme for growth going

Read Full Article
Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔07:14, 5.Mar 2019

Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity,

Read Full Article

Search

Featured Events

  1. First Trust Event: The Antidote to Conventional Wisdom

    April 25 @ 17:00 - 20:00
  2. Long-term Equities

    May 21 @ 13:00 - 17:00
  3. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus

Search on date

April 2019
M T W T F S S
« Mar    
1234567
891011121314
15161718192021
22232425262728
2930