5 March 2021 |
Keep calm and buy stocks, says 121-year study
Tag Archives: emerging markets
26 March 2020 |
EM credit spreads unlikely to hit extreme levels of 2008: BoS
11 February 2020 |
Deutsche Bank WM reduces allocation to Europe equities and EM bonds
5 September 2019 |
Banks in Asia look to outsourcing to facilitate EM expansion: Avaloq
21 June 2019 |
Pictet WM’s David Gaud: Overweight EM, underweight DM for 2H
22 May 2019 |
Asia PBs should seek "hybrid" EM talent
15 February 2019 |
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
22 January 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
5 November 2018 |
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?
25 June 2018 |
StanChart WM trims Asian equity exposure amid fund outflow concern
15 May 2018 |
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
11 April 2018 |
GSAM sees "strong demand" from PBs for EM multi-asset strategies
Not just a bounce: The cyclical case for emerging markets
5 March 2018 |
J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
14 February 2018 |
Pictet WM: Real and rouble most appealing EM currencies
12 February 2018 |
UBP: 3-3.5% US 10yr Treasury yields a reasonable expectation
29 January 2018 |
J. Safra Sarasin: Tilt back to value stocks
15 January 2018 |
BoS’ Jooste: Seek assets that "correlate badly"
11 December 2017 |
J. Safra Sarasin: Equity markets to cool off in short term
8 December 2017 |
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
6 November 2017 |
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
AXA IM: With rates and volatility rising, Asian and EM short duration bonds look attractive
25 September 2017 |
J. Safra Sarasin: EM equities to continue “stellar” run
11 September 2017 |
Bank of Singapore: Fed policy changes will have limited impact on ‘fragile five’ EMs
11 September 2017 |
J. Safra Sarasin: Low inflation and high business activity a boon for EM bonds
4 September 2017 |
J. Safra Sarasin: EM local currency bonds look attractive
24 August 2017 |
LGT: Mexican economy to remain strong despite inverted yield curve
16 August 2017 |
Wealthy Asian investors shifting attention to emerging markets: AXA IM
25 July 2017 |
DBS: Withdrawal of QE “not on the cards” any time soon
10 July 2017 |
Citi PB to add global equity exposure
20 June 2017 |
Citi PB: Global economic growth is “accelerating moderately”
15 June 2017 |
Pictet WM: Outperformance of emerging market equities “likely to be capped”
14 June 2017 |
Ashmore raises US$400 million for fixed maturity EM bond strategy from PBs
13 June 2017 |
UBP on Japanese equities, India and EMs in general
25 May 2017 |
Asian investors show greater appetite for hard-currency EM debt, says Vontobel AM’s Asia head
24 May 2017 |
UBP: “Earnings should continue to reward risk-taking”
16 May 2017 |
DBS: EM equities likely to outperform fairly-priced DM counterparts
4 May 2017 |
BoS: High-yielding EM currencies “no longer cheap”
31 March 2017 |
UBS WM: Positive news could not lift USD further
28 March 2017 |
Credit Suisse: Asia has highest consumer confidence in EM
22 March 2017 |