Browsing Category
EMEA
17 posts
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,…
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…
The Biggest IPO in World History is Coming: What Does It Mean?
Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the biggest IPO in world history and what…
Bill O'Grady: The Qatar Situation: Part I
by Bill O'Grady, Confluence Investment Management August 7, 2017 On June 6th, several members of the Gulf Cooperation…
A Coup in Riyadh
by Bill O'Grady, Confluence Investment Management LLC July 31, 2017 A Coup in Riyadh On June 20th, King…
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes…
