Vontobel Conviction Equities Boutique

Emerging Market Equities: Outlook Q2 2019

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Roger Merz

Head of mtx Portfolio Management, Senior Portfolio Manager

Meet Roger

Outlook
| Read | 1 min

Review and Outlook

After a negative 2018, equity markets rallied in Q1 2019. Roger Merz, Head of mtx Portfolio Management, explains why he believes emerging market equities will remain attractive in Q2.

 

Topic of the Quarter: Chinese Real Estate

The Chinese residential real estate market faced strong headwinds in 2018 with analysts expecting a negative sales growth rate for 2019. Thomas Schaffner, Senior Portfolio Manager, explains why he expects leading property developers in China to continue generating strong revenue and profit growth despite a relatively challenging environment.

merz_roger

Roger Merz

Head of mtx Portfolio Management, Senior Portfolio Manager

Meet Roger

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From FOMO to fundamentals: The next step for Chinese equitiesReady for takeoff? Are corporate bonds set for a smooth climb?Investors’ Outlook: Is the wait for Godot over soon?

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