Tag Archives: emerging markets
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
AXA IM: With rates and volatility rising, Asian and EM short duration bonds look attractive
J. Safra Sarasin: EM equities to continue “stellar” run
Bank of Singapore: Fed policy changes will have limited impact on ‘fragile five’ EMs
J. Safra Sarasin: Low inflation and high business activity a boon for EM bonds
J. Safra Sarasin: EM local currency bonds look attractive
LGT: Mexican economy to remain strong despite inverted yield curve
Wealthy Asian investors shifting attention to emerging markets: AXA IM
DBS: Withdrawal of QE “not on the cards” any time soon
Citi PB to add global equity exposure
Citi PB: Global economic growth is “accelerating moderately”
Pictet WM: Outperformance of emerging market equities “likely to be capped”
Ashmore raises US$400 million for fixed maturity EM bond strategy from PBs
UBP on Japanese equities, India and EMs in general
Asian investors show greater appetite for hard-currency EM debt, says Vontobel AM’s Asia head
UBP: “Earnings should continue to reward risk-taking”
