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Mexico’s new deal: Should investors place their trust in the new Government?
Who is the real Andrés Manuel López Obrador (AMLO)? The man of the people who promises to abolish the “manifest failure and corruption of neoliberal policies”, or the fiscally-responsible statesman who promises a New Deal for Mexico? The answer to this riddle may give some pointers as to the course AMLO will steer over the six years of his presidency.
Sponsored by T. Rowe Price
Published: 22 Feb 19
Exploiting Opportunities Amid A Secular Commodity Downturn
Commodity prices could be pressured for several more years.
Sponsored by T. Rowe Price
Published: 21 Feb 19
Investment advice in Italian fiction
One of the most widely celebrated novels of the last 200 years, Guiseppe Tomasi di Lampedusa’s The Leopard is set during the Italian Risorgimento (the unification movement that consolidated disparate states into one Kingdom of Italy). While ostensibly it tells the story of an aristocratic family navigating social upheaval in the 1800s, it can also teach us something about investing today.
Sponsored by T. Rowe Price
Published: 21 Feb 19
A 5-point guide to Euro high yield in 2019
With a new year underway, here’s our five-point guide for what we believe is in store for European high yield markets in 2019:
Sponsored by T. Rowe Price
Published: 21 Feb 19
A-Shares: Most interesting opportunities in China’s cyclical and trade sectors
China’s A-shares are at crisis-level valuations for an economy that is still growing faster than most places around the world. Indiscriminate stock selling by local investors on the back of trade tensions with the US have left China’s A-share market trading at less than ten times earnings compared to 16 times a year ago. Such valuations provide compelling investment opportunities for the long term.
Sponsored by T. Rowe Price
Published: 21 Feb 19
Frontier Markets: Banking on Further Kuwaiti Catalysts
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
Impact of rising US rates on emerging markets
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
BMO Global Asset Management focuses on trust
Sponsored by BMO Global Asset Management
Published: 3 Jul 18
BB Biotech: Investing in medical research which changes lives
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.
Manoeuvrability brings reward
Success in challenging fixed income markets requires an approach that is truly unconstrained.
