Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
Asia Deserves Some Credit
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.
Private Alternatives Outlook 2021: The New Normal?
Unprecedented. Extraordinary. Uncertain.