Emerging markets:
Move when others hesitate

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Insights

Quality Growth Boutique
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Outlook

Promising Prospects for 2021 – Quality Growth Global Equity Outlook

Where can investors find opportunities? Where are the pockets of risk to avoid? Our portfolio managers explore consumer behavior in the tech and consumer staples sectors, and growth in emerging markets. We expect investor focus to shift from virus-induced disruptions to the pace of economic healing and we remain confident about market prospects ahead.

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TwentyFour Asset Management
TwentyFour Blog

More Upside for Bank Capital

Directly comparing old style Tier 1 to new AT1 bonds obviously disregards the numerous differences between these securities, but to us it does suggest that once the wider investor base has witnessed the resilience of the banks through this period of economic stress, there is still considerable upside from current spread levels as investors price in the structural changes that have occurred in the sector.

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Fixed Income Boutique
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Viewpoint

EM sovereign and corporate debt: what’s ahead after a tumultuous year?

After a volatile and unprecedented year in global markets, Head of Emerging Market Bonds Luc D’hooge and Head of Emerging Market Corporate Bonds Wouter Van Overfelt recently held a call for investors. We now provide you with access to recordings of both calls, where Luc and Wouter explain their investment approach and give you their outlook for emerging market sovereign and corporate debt.

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