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Tag "emerging markets"

Climate change and emerging markets: assessing opportunities and challenges

Climate change and emerging markets: assessing opportunities and challenges

🕔15:29, 18.Sep 2020

Emerging markets (EMs) are on the front lines of climate change, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks such as extreme heat, droughts, supernormal rain events, water scarcity and poor

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Weekly Market Recap

Weekly Market Recap

🕔11:09, 15.Sep 2020

The continuing lack of progress in Congress on a new stimulus package seemed to be weighing on sentiment, with investors particularly worried about the building financial pressures on states and municipalities. On Thursday, Republicans brought …

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Conviction edges up for emerging-market credit

Conviction edges up for emerging-market credit

🕔09:30, 19.Aug 2020

Emerging-market (EM) debt rebounded strongly in the second quarter across hard currency sovereign and corporate credit as well as local-currency debt. We believe the market has entered a new phase following the broad-based recovery in the second quarter that will

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Fintech In Emerging Markets

Fintech In Emerging Markets

🕔15:29, 14.Aug 2020

In emerging markets (EM), the path to progress and prosperity is made more difficult by considerable structural challenges. These challenges, such as entrenched economic interests, weak institutional checks and balances and overall lack of physical infrastructure, create barriers to inclusive

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Conviction edges up for emerging-market credit

Conviction edges up for emerging-market credit

🕔12:55, 12.Aug 2020

Emerging-market (EM) debt rebounded strongly in the second quarter across hard currency sovereign and corporate credit as well as …

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Weekly Market Recap

Weekly Market Recap

🕔12:59, 5.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Weekly Market Recap

Weekly Market Recap

🕔11:24, 4.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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The Prospects for the Emerging Markets—Looking Beyond the Storm1

The Prospects for the Emerging Markets—Looking Beyond the Storm1

🕔07:38, 22.Jul 2020

While the coronavirus has dealt a painful blow to many of the emerging-market economies, we see the challenges arising from this episode as only one of several sets of factors likely to determine EM vulnerability and performance over the medium

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Emerging markets – Tamed Child O’ Mine

Emerging markets – Tamed Child O’ Mine

🕔14:48, 21.Jul 2020

This paper highlights five reasons why Emerging Markets (EM) in aggregate are more resilient today than in prior periods. A “healthier” index composition in addition to four other reasons support our analysis that EM drawdowns will be significantly more muted

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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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    October 7 @ 10:00 - 10:30

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Investors need to manage risk to take a breather and observe the shifting global economy, says our expert #Norman_Villamin in the Hong Kong Economic Times. Read on.

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