Sovereign investors remain relatively confident in the face of “challenging” market conditions, but are investing in the US and frontier markets, away from Brazil, Russia and China, according to Invesco’s latest annual study of the investment behaviour of the world’s key sovereign wealth funds and central banks. The US now ranks ahead of the UK as […]
Ahead of tomorrow’s Brazilian GDP growth figures, Schroders’ Emerging Markets Economist, Craig Botham comments on Brazil’s current economic problems and gives his outlook for the rest of the BRIC economies. There are relatively few changes to our BRIC outlook this quarter, though where we have made changes they are typically negative. Events are playing out […]
Rowan Dartington Signature’s Guy Stephens on the impact of China’s economic slowdown on emerging markets and global growth. We are all familiar with the collective term applied to the investment markets of those countries from the emerging world which are growing rapidly and seeking to join the ranks of developed nations: the so-called Emerging Markets. […]
Volgens Keith Wade, hoofdeconoom bij Schroders heeft de olieprijs een gemengd effect op de BRICs. Een versnelling van de economische groei in de ontwikkelde markten wordt weer deels teniet gedaan door een vertraging in de opkomende markten. Schroders wijzigt in de nieuwe Economic & Strategy Viewpoint per saldo niets aan de groeiverwachting van 2,8% voor […]
High economic growth rates will remain a key attraction of many emerging markets, in our opinion. Even with major economies like Brazil and Russia slowing down, overall growth in emerging markets during 2015 is expected to be comfortably in excess of that achieved by developed markets, with China and India likely to drive the Asian […]
Swedish manager CB Fonder says in its latest analysis of the BRIC markets that their era may be over following continued underperformance in recent years.
Despite lagging investment trends in London, Italian institutions and privates have definitely turned their attention to bond funds denominated in Chinese renminbi, otherwise known as ‘Dim Sum’.
The actions of Europe’s Central Bank and the US Federal Reserve earlier this month have boosted investor appetite for Russia’s mutual funds.
Fund management companies in Brazil, Russia, India and China could become targets for mergers and joint ventures with European and North American financial institutions that want access to faster growing markets, according to a report from Deloitte LLP.
Øyvind Fjell, manager of Norwegian fund Delphi Norden, says that the continued development of a global middle class is crucial for future investment returns and a rebalancing of the global economy.
The biggest index providers are having to rethink structures, but it is a delicate process of anticipation and collaboration.
Joyce Shapiro, managing director of Infrastructure and Real Resources at Franklin Templeton Real Assets Advisors, suggests the infrastructure theme remains strong across both emerging and developed markets.