Banks and insurance companies are best positioned to benefit from the growth of emerging market economies and demographic changes, argues William Palmer, co-head of emerging and frontier market equities team at Barings.
Emerging market equities have seen strong outflows over the past three and five year-periods. But all of these redemptions can be attributed to regional EM funds.
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Russia is going through a period of structural change, providing opportunities for investors in non-energy related sectors. However, some of these opportunities seem so obvious they are chased by everyone.
As the eurozone has been flirting with deflation this year, appetite for inflation-linked bonds has been understandably lacklustre. However, as the oil price started a surprise ascent in April, interest in the asset class rose accordingly. With the oil price now below $50 again, investors are once again abandoning the asset class.
According to the firm’s Global Investment Trends survey which polled 20,706 retail investors across 28 countries in March, the average expected rate of return expected over the next 12 months is 12%. However, they believe to achieve these returns by investing almost half of their new investments in low-risk assets. European investors expect a slightly lower…
Macro issues took centre-stage at Expert Investor Sweden in Stockholm last Thursday. On the day the Swedish Riksbanken decided to imitate the ECB and launch its own QE, a surprisingly high share of delegates deemed it likely that Greece will leave the Eurozone.
Belgian fund selectors have become more cautious in their outlook for most asset classes. Macroeconomic optimism is also clearly on the wane.
The continued plummeting of the price of oil is dominating global markets as the final month of 2014 begins.
