Sponsored

Sponsored | 4 Nov 18

Upon returning from our November 2017 research visit to Kuwait, we felt confident the economy was on improved footing after what had been an extended hangover from the 2008 financial crisis. However, what stopped us from getting more excited at the time was the fact many stocks had rallied hard on FTSE Russell’s announcement to move Kuwait to its Emerging Markets Index. Despite some positive meetings and witnessing companies making decent fundamental improvements, valuations appeared rich and we felt comfortable maintaining our significant country-level underweight.

Sponsored by T. Rowe Price

Published: 4 Nov 18

Sponsored | 16 Jul 18

Watch Templeton Global Macro’s Head of Research, Sonal Desai, discuss the impact of rising US rates and currency considerations in emerging markets.

Sponsored by Franklin Templeton Investments

Published: 16 Jul 18

Sponsored | 3 Jul 18

Sponsored by BMO Global Asset Management

Published: 3 Jul 18

Sponsored | 7 Jun 18

Analyst and Portfolio Manager at BB Biotech since 2014. Dr. Koch previously worked as a sell-side Pharma & Biotech Equity Analyst at Bank am Bellevue and Research Associate at the Institute of Pharmaceutical Sciences, ETH Zurich. He holds a PhD in Chemoinformatics & Computational Drug Design from ETH Zurich and a Masters in Bioinformatics from Goethe University Frankfurt.

Sponsored | 29 May 18

Success in challenging fixed income markets requires an approach that is truly unconstrained.

Sponsored | 14 May 18

Nick Payne, head of global emerging markets at Old Mutual Global Investors, feels more sanguine about his asset class now that the exuberant start to 2018 has eased.

Sponsored | 16 Apr 18

When faced with a crossroads in the market, it may pay to be cautious about forecasting macro, argues Ian Heslop, head of global equities at OMGI and manager of the Old Mutual North American Equity Fund

Sponsored | 8 Feb 18

Sovereigns and corporate fixed income investments are inextricably linked through economic and market forces. Too often a country’s economic risk profile can be mispriced in fixed income markets due segmentation of these sectors

Sponsored | 18 Jan 18

The proliferation of smart beta in equity, leads to the question of whether smart strategies can be utilised in fixed income. Rules based investors are often the source of inefficiency in fixed income markets and to us a smart strategy requires an active component

Sponsored | 4 Jan 18

We find inefficiencies in markets using a series of strategies that maximise returns for a given level of risk.