Viewpoints

After a tumultuous 2020, what will the new economic cycle hold for emerging market equities? What is the current pulse of the market and where do our specialists see the greatest alpha opportunities in this asset class?

Physically cut off, but more connected than ever – a paradox that is our day-to-day existence now. This trend has performance implications for bonds investing and in this article the Head of Corporate Bonds, Mondher Bettaieb, explains how connectivity and 5G heralds a boon era for corporate bond investors.

Chinese equities can offer an exciting and dynamic opportunity, but investors must navigate a complex regulatory environment and quickly changing competitive dynamics. Our research team sheds light on the outlook for e-commerce giant Alibaba, how to approach the A-shares universe and pressing issues investors face in China today.

How do you identify risk from water stress? This blog looks at causes and vulnerability by business and location. Population growth of 750 million this decade and climate change will keep water stress rising. Companies need to adjust to the value of water before the market prices for scarcity.

In Chinese zodiac lore, the Ox is a latecomer to the party, but goes on to overcome obstacles. Similarly, in the Chinese Year of the Ox, Asian governments will begin walking their recent green talk on climate action, meaning investments into clean technology will be highly relevant in 2021.

ESG is changing the way investors act. In this article, three experts from the Fixed Income Boutique dispel three prevailing myths around ESG and bond investing.

With investors eyeing economic recovery and stimulus firmly in place, credit spreads look set to break through previous tights in 2021. But what could happen if they do? TwentyFour Asset Management CEO, Mark Holman, explains why he believes portfolio rebalancing will likely be the key strategic decision for fixed income investors this year, and why now is the time to plan for it.

Investors could try their luck like the NY State Lotto ad “Hey, You Never Know” suggests. But successful investing over time is not a game of luck. It requires discipline and skill. “Lottery Ticket” stocks – fast growing yet unprofitable and highly valued companies – and other signs of market exuberance amid rising economic uncertainty warrant attention.

A year after the outbreak of the COVID-19 pandemic, global capital markets are still feeling its effects and following a familiar pattern.