Jan Dehn, head of Research at Ashmore, discusses how the remaining downside risks in Brazil moved a little closer last week. In Turkey, President Erdogan’s strategy of going to war to restore his parliamentary majority is working so far. Argentinean Economy Minister saves President Cristina’s blushes and opens the door for presidential candidate Daniel Scioli […]
Rowan Dartington Signature’s Guy Stephens looks at the geopolitical conflicts making a mark on global markets as September proved to be a volatile month. September was a very volatile month, as can often be the case. It experienced the highest close on the FTSE-100 this year at 6904.86 on the 4th before dropping to the lowest […]
Jan Dehn, head of Research at Ashmore discusses current geopolitical issues and the implications for Emerging Markets investors. The transformation of finance, economic policy and global politics that was sparked by the economic crisis in developed countries in 2008/2009 is far from over, in our view. Global politics is becoming more confrontational and investors in […]
There was continued unease from investors over possible tapering of stimulus measures by the US Federal Reserve, the latest survey from Interactive Data reveals.
Societe Generale analyses possible scenarios for oil price, stock markets and European equities on the back of Syrian tensions.
Keith Wade, chief economist at Schroders, comments on the current situation in Syria and how this will impact the global economy.
Turkey’s improving macro-economic outlook and growing political role means investors sense a success story.
Read our interactive ezine on developments in SRI/ESG/Sustainability issues.
Beatriz Hernández of atl Capital on the trend towards unconstrained funds.
This special supplement considers developments in SRI/ESG/Sustainability as it relates to both equities and fixed income. It also looks at measurements around adoption of related factors into investment processes.
Lucas Strojny of Advenis Investment Managers cites Brexit challenge to UK-domiciled funds
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Zurich ESG Forum 2018 in pictures 
Video highlights from the Frabelux Forum 2018 
AXA IM’s Gideon Smith joins Oslo Roundtable 
Acadian AM’s Mark P. Roemer joins Oslo Roundtable 2018 
Candriam’s Salazar to discuss EM equities at Barcelona Roundtable 