India: Reforms are here to stay

Asian Markets
1 Mär 2019

The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.

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Julian Mayo
Senior-Vizepräsident und leitender Investmentstratege
Adrian Lewis

Global Investment Outlook

Global Markets
2 Jan 2019

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

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Candice Bangsund
Vice President und Portfolio Manager, Globale Vermögensallokation

2019 Asia Market Outlook

Asian Markets
1 Jan 2019

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

Growth and Income Investing in Emerging Markets

Emerging Markets
1 Aug 2018

Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.

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Julian Mayo
Senior-Vizepräsident und leitender Investmentstratege

Update on Argentina

Frontier Markets
9 Mai 2018

The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.

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Dominic Bokor-Ingram