spaines

Visión de mercado

It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Visión
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Perspectiva trimestral
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Visión
Is it time to favor North Asia over the US?
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | Perspectiva trimestral
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Perspectiva trimestral
Never a dull moment: 25 years of emerging market investing
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | Visión
El nuevo estilo
El nuevo estilo "pinball"
Las últimas semanas han estado repletas de noticias sobre las conversaciones comerciales entre Estados Unidos y China, y sobre el Brexit.
23-10-2019 | Perspectiva trimestral
Emerging markets: focusing on local names in consumer space
Emerging markets: focusing on local names in consumer space
Are emerging markets a promise that never delivers?
10-04-2019 | Visión