Sorca Kelly-Scholte, Head of EMEA Pensions Solutions and Advisory Team, provides a video update on the main implications of BREXIT for pension firms.
Dan Watkins, Deputy CEO, Asset Management EMEA, provides a video update on the questions investors should be asking their aseet managers around BREXIT
Karen Ward, Chief Market Strategist, provides a video update on Brexit negotiations and their possible implications.
"We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations. "
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Currency movements based onbrexit's outcome.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.
Market sentiment towards the Chinese currency has shifted significantly
EURUSD should be rangebound