Section
EMEA
21 posts
Economic and market signals stay steady despite oil shocks
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Geopolitical risks…
The Global Wealth Report 2025 by UBS: A World in Transition, With Wealth in Motion (Infographic)
Foreword: Understanding Wealth in a Changing World In the sixteenth edition of the Global Wealth Report1, UBS offers…
Emerging market tech firms play a key role in the AI story
by Justin Leverenz, CFA, Chief Investment Officer, Developing Markets Equities, Invesco Key takeaways An evolving story. - We’re…
Neuberger Berman: The News and Our Views
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman January was packed with news—and much of…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
A New ‘Impossible Trilemma’?
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Can we lower government debt,…
Guide to Geopolitical Risk: Russia-Ukraine
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Markets appear to…
5 reasons why EM equities could power ahead in 2021
by Kent Chan, Victor Kohn, F. Chapman Taylor, Capital Group Has the tide finally turned for emerging markets…
Tail Risks Rising, Iran’s Economic Misery, and 737 MAX/Min
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Summary Tensions flare up between Iran and…
Considering Broad Investment Implications of US/Iranian Tensions
by Edward D. Perks, CFA, Franklin Templeton Investments Our senior investment leaders recently met to discuss rising US/Middle…
5 Indicators That Suggest The Selloff In EMs Has Gone Too Far
by Bryce Coward, CFA, Knowledge Leaders Capital Emerging market stocks have taken it on the chin so far…
Emerging Markets in the Digital Age
by Carlos Hardenberg, Senior Vice President and Managing Director, Franklin Templeton My colleagues and I have been actively…
Adam Kutas: What are the 'Four Neighbours?'
Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the investment opportunities he's finding in companies benefiting…