Global fixed income manager BlueBay Asset Management has appointed Stephen Thariyan (pictured) to the newly created role of Co-Head of Developed Markets. Based in London and reporting to Raphael Robelin, chief investment officer, he will work alongside Mark Dowding, co-head of Developed Markets. He will be responsible for the developed markets’ corporate credit investment process […]
Global synchronised growth will be next year’s big macro story in the view of OppenheimerFunds which released its 2018 outlook. The manager assessed the growth domestic product of 46 countries worldwide and found out that as of end October 2017, over 60% of them experience GDP growth above their long-term trend. “Currently, a good portion […]
Stratton Street Capital has teamed up with Universal-Investment to launch two global credit Ucits sub-funds, with Stratton Street acting as asset manager and Universal-Investment Luxembourg SA acting as the management company. The Stratton Street Ucits – NFA Global Bond Fund UI and the Stratton Street Ucits – Next Generation Global Bond Fund are both focused […]
For developed countries 2016 was the year when mainstream politicians were finally ejected from power in favour of populists. This triumph of populism had been in the works ever since the Developed Market Crisis (DMC) of 2008/2009. It is a direct consequence of years of failure on the part of mainstream politicians to address the […]
Standard Life Investments has added a process for examining political risk to the work it does around understanding markets, citing the spread of such risk from emerging into developed markets in the wake of the global financial crisis. The process, which it has brought in house, seeks to categorise risks as either institutional or cyclical, […]
After another brutal week in financial markets, there is a sense that investors are feeling pretty shell-shocked at the start of 2016, asking the question – can the next 49 weeks be as tough as the past 3 have been? With many equity indices nursing double digit losses, investment grade credit benchmarks have seen spreads […]
Jan Dehn, head of Research at Ashmore, discusses why there is now a more balanced outlook for Emerging Markets (EM) versus developed markets. Developed markets have benefitted tremendously from buying by their central banks over the last few years. Investors have jumped on this bandwagon too. By contrast, no central banks bought EM assets. But […]
S&P Global BMI has announced its annual reconstitution, including the reclassification of Greece, Qatar and the United Arab Emirates (UAE) as emerging economies, as of 22 September. While Greece’s status changes from developed to emerging economy, Qatar and the UAE’s status is altered from frontier to emerging markets. Greece, Qatar and the UAE will represent […]
A moderate recovery is underway in the major advanced economies, according to The Organisation for Economic Cooperation and Development (OECD)’s latest Interim Economic Assessment.
The Global ICI rose 1.8 points to 94.8 from April’s revised reading of 93.0, the results of the State Street Investor Confidence Index (ICI) showed.
Most country and regional indices rebounded in 2012 after a poor 2011, according to data from MSCI covering both developed and emerging markets.
A family of indices reflecting the performance of companies with significant exposure to specific regions or countries, regardless of their domicile, has been launched by MSCI.