Watch Templeton Global Macro’s Head of Research, Sonal Desai, discuss the impact of rising US rates and currency considerations in emerging markets.
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BMO Global Asset Management focuses on trust
Asset management is all about trust as emerging market (EM) specialists at LGM, part of BMO Global Asset Management, explain in this video. They go on to describe the fundamentals for the EM investment case, and why they are so strong. As lead portfolio manager, Rishikesh Patel said: “Some 75% of the world’s population are […]
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.
Emerging market equities: losing the froth
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.
Scepticism is a virtue
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
The missing link between sovereigns and corporates
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
Exploiting the rule-based investor
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
Navigating credit risk for better gains
We find inefficiencies in markets using a series of strategies that maximise returns for a given level of risk.
Avoiding risk in debtor nations!
Misconceptions around ‘emerging’ and ‘developed’ markets have resulted in mispricing of risk leading to considerable opportunities for the well-informed investor.
