Insights

Middle East – The Reform and Index Upgrade Story

Emerging Markets
Apr 19, 2019

Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.

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Dominic Bokor-Ingram
Chief Investment Officer (European Division) and Senior Portfolio Manager

Global Investment Outlook

Global Markets
Jan 2, 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 and Portfolio Manager, Global Asset Allocation

Update on Argentina

Frontier Markets
May 9, 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
Chief Investment Officer (European Division) and Senior Portfolio Manager

Africa Re-awakening

Africa
Jan 1, 2018

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.

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Sharat Dua
Analyst