We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
As investors contemplated the nature and extent of the threat to economic growth posed by the coronavirus outbreak, market sentiment weakened in January. Risk assets sold off, with the MSCI All-Country World Index down 1.4% for the month.
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Environmental, Social and Governance (ESG) in Emerging Markets
An interview with Scott Simon, the CIO of Colorado Fire & Police
Oil prices have fallen sharply as investors assess the economic impact of the coronavirus. Could this present a buying opportunity in energy-linked fixed income sectors?
Transient market volatility has the potential to be thrilling