Tag: emerging markets
Weak dollar, stronger EM debt? UBP sees yield boost in 2026
Asian HNWIs rotating to EM debt and Japan amid dollar weakness
APB Summit 2025: UBS, Julius Baer fund selectors spotlight emerging market trends
DBS CIO eyes EM upside on Fed cuts amid 32% valuation gap; further melt-up probability high
“It’s an emerging market story”: Lombard Odier’s John Woods on cherry picking opportunities
Can unloved emerging markets weather Trump storm and stage comeback?
2025 Market Outlook – Asia and Emerging Markets: Opportunities amid shifting tides
Southeast Asia hires now bearing fruit: Johanes Oeni shares first year at Deutsche Bank PB
abrdn launches EM income strategy for Hong Kong, Singapore investors
Geopolitics meets family offices: Deutsche Bank PB’s Marco Pagliara decodes trends
Can this “forgotten asset class” fuel investor fortunes? EFG AM’s Mozamil Afzal reveals
CIO Insight: Pendulum has shifted away from China for the long term: UBP
Global Emerging Markets: Outlook 2023
CIO Weekly – Bottom-up stock picking works better over time for EM: Hiren Dasani of Goldman Sachs AM
ESG rating does not dictate impact investing decisions: UBP
Keep calm and buy stocks, says 121-year study
EM credit spreads unlikely to hit extreme levels of 2008: BoS
Deutsche Bank WM reduces allocation to Europe equities and EM bonds
Banks in Asia look to outsourcing to facilitate EM expansion: Avaloq
Pictet WM’s David Gaud: Overweight EM, underweight DM for 2H
Asia PBs should seek “hybrid” EM talent
Pictet WM’s Gaud sees opportunities in EM as global liquidity stabilises
Asian Bond Watch: Slowing growth and less hawkish US Fed shape investors’ dreams for 2019
J. Safra Sarasin reveals its top 5 investment ideas for 2019
Asian Bond Watch: Winds of change blow through Asian markets as a less turbulent New Year dawns
Vontobel AM captures 10% of EM bond inflows YTD, HNW clients tilt to short duration
Asian Bond Watch: How have the markets performed in 2018?
StanChart WM trims Asian equity exposure amid fund outflow concern
J. Safra Sarasin adds equity exposure to TAA despite rising volatility
Emerging market cycles and positioning for rates, credit, and FX
Goldman Sachs Asset Management: Investing in EM growth — A multi-asset approach
GSAM sees “strong demand” from PBs for EM multi-asset strategies
Not just a bounce: The cyclical case for emerging markets
J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
Pictet WM: Real and rouble most appealing EM currencies
UBP: 3-3.5% US 10yr Treasury yields a reasonable expectation
J. Safra Sarasin: Tilt back to value stocks
BoS’ Jooste: Seek assets that “correlate badly”
J. Safra Sarasin: Equity markets to cool off in short term
Asian private clients represent “significant” proportion of inflows into GSAM active equity strategies
AXA IM: Looming rate hikes bring Asian short duration bonds into focus
M&G outlook on emerging markets bonds
J. Safra Sarasin “constructive” on EM HC credits despite stronger USD
AXA IM: A compelling case for short duration EM bonds
AXA IM: Asian short duration bonds look increasingly attractive
