Developed markets have been having a whale of a time lately. No matter what we seem to throw their way, they just continue to climb and the party rages on.
Tag "Emerging Markets"
Today’s US election result has several implications for emerging markets. At a first glance, the outcome is clearly negative, given the potential downside risks from increased trade protectionism, anti-immigration measures,
As an asset allocation team that takes more of a medium-term investment view, we typically tend to look through short-term macroeconomic and political noise. However, when the short-term risks are
The actions and guidance provided by central banks have been the primary movers of investment markets in recent years as these institutions have been the suppliers of vast amounts of
Investing is multi-dimensional. If you look at opportunities solely through the lens of traditional asset class exposure, you will see a one dimensional world where opportunities will be reduced and
Investors judging emerging markets based on their value and momentum characteristics in the last few years would have seen a very cheap asset class with quite negative momentum. Disappointing economic