How trade wars have affected emerging market returns
windergate
1/14/2019
We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this
1/14/2019
12/19/2018
Why 2019 might be a better year for investors
windergate
12/19/2018
2018 has been a disappointing year for most investors. Almost all markets, both stocks and bonds, have fallen in value this year,
12/14/2018
Outlook 2019: Emerging markets equities
windergate
12/14/2018
Valuations in aggregate are attractive and reflect a cautious growth and earnings outlook, while many currencies look cheap
11/07/2018
How emerging markets have changed over the past 20 years
windergate
11/07/2018
The transformation of emerging markets has been remarkable. The countries and companies that dominated 20 years ago have
10/12/2018
Casualties of trade conflicts
windergate
10/12/2018
How emerging markets became early victims of the simmering global trade war. "Happy families are all alike," Leo Tolstoy ob...
9/26/2018
Five charts that explain the case for emerging markets
windergate
9/26/2018
Investors generally understand the importance of emerging markets in terms of their economic impact but, perhaps due to lack of
9/06/2018
Ten events that matter to investors in the final quarter of 2018
windergate
9/06/2018
As many northern hemisphere investors get their feet back under their desks after the summer break, we look at the key events
7/20/2018
Let's make finance sustainable
windergate
7/20/2018
The asset-management industry plays many roles. An increasingly important one is contributing to the greening of the financial system. T...
7/13/2018
Chart of the week: 13 July 2018
windergate
7/13/2018
What is Beijing's stance on China's economy? Looking at money supply might give a clue Looking at Chinese authorities’ macro-p...
6/30/2018
Chart of the week: 29 June 2018
windergate
6/30/2018
At least as far as sovereign debt is concerned, there are reasons to be fairly relaxed Many investors are concerned about the general ...
6/21/2018
Emerging market and risk sensitive currencies take a hit from rising trade tensions
windergate
6/21/2018
The United States and China came one step closer to an all-out trade war this week after the Trump administration announced counter tari...
6/06/2018
The market stories of May: our charts of the month
windergate
6/06/2018
May was an eventful month in financial markets. We chart our way around key developments that matter to investors
6/01/2018
Chart of the week: Why emerging markets may be less vulnerable than they used to be
windergate
6/01/2018
Most emerging markets are running current account surpluses, making them less dependent on foreign financing Emerging markets have bee...
5/23/2018
Emerging markets rattled by strong dollar; Will the Fed take note?
windergate
5/23/2018
A stronger US currency may have brought a smile to the face of policymakers in Japan and the Eurozone, as their export-reliant economies...
5/02/2018
Market movers: April's charts of the month
windergate
5/02/2018
Aluminium spikes on Russian sanctions The announcement of fresh US sanctions on Russia triggered a sharp rally in the London Metal Exchange...
4/12/2018
Outlook 2018: Emerging market equities
windergate
4/12/2018
The MSCI Emerging Markets Equity index has returned 35% (USD return) year-to-date, benefiting from attractive valuations and investors’ rel...
4/05/2018
What has driven stockmarket returns?
windergate
4/05/2018
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different...
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