Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Frontier and Smaller Emerging Markets – the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
Learn more Frontier and Smaller Emerging Markets – the Performance Paradox
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
Life vs Livelihood: Hobson’s Choice for Emerging Markets
In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.
Learn more Life vs Livelihood: Hobson’s Choice for Emerging Markets
Middle East – The Reform and Index Upgrade Story
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.
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
