spaines

Visión de mercado

Now is the time for value investing in emerging markets
Now is the time for value investing in emerging markets
Emerging market equities and the value style had a rough ride as investors sought more defensive regions and stocks during the Covid-19 pandemic.
10-12-2020 | Webinar de producto
Let the sun shine in – giant solar plants come online
Let the sun shine in – giant solar plants come online
The world’s two largest solar energy parks have come online – with enough generating capacity to power a major city.
03-11-2020 | Estadísticas extraordinarias
Señales verdes, value y el armario de la abuela
Señales verdes, value y el armario de la abuela
Los inversores nunca dejamos de aprender.
20-07-2020 | Visión
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
Finding the emerging market winners in the wake of Covid-19
Finding the emerging market winners in the wake of Covid-19
There has been a range of responses amongst emerging markets to the Covid-19 crisis.
02-07-2020 | Webinar de producto
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | Visión
The conundrum in fundamental equities: China or the US?
The conundrum in fundamental equities: China or the US?
Equity markets have seen their biggest sell-off since the 1930s due to the Covid-19 crisis, leading many investors to become much more selective.
07-05-2020 | Webinar de producto
El dilema: ¿China o Estados Unidos?
El dilema: ¿China o Estados Unidos?
Si me preguntan qué es lo que más me preocupa en estos momentos, puedo decirles que no es la volatilidad del mercado.
15-04-2020 | Columna
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
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | Visión
Avoiding the maelstrom
Avoiding the maelstrom
What does the upheaval in financial markets mean for our fundamental equity strategies?
02-04-2020 | Webinar de producto
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | Visión
Apostar por los outsiders
Apostar por los outsiders
Antes de nada, me gustaría dejar claro que este año que comienza seguramente sea bueno para la renta variable global.
27-01-2020 | Columna
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
Investing in China is a question of stock picking rather than index picking
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | Entrevista
Reform agenda in Brazil signals better investment conditions
Reform agenda in Brazil signals better investment conditions
The government commitment to reforms in Brazil is a source of cautious optimism for investors.
17-12-2019 | Visión
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
Bienvenidos al mundo de la inversión pinball
Bienvenidos al mundo de la inversión pinball
Ante el torbellino de noticias contradictorias, los mercados parecen haber alumbrado un nuevo estilo de inversión: la inversión "pinball".
29-10-2019 | Columna
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
‘We seek similar returns, but with a better sustainability profile’
‘We seek similar returns, but with a better sustainability profile’
Sustainable investing in emerging markets is gaining momentum.
25-09-2019 | Visión
‘Chinese stock market matures as institutional investors join the party’
‘Chinese stock market matures as institutional investors join the party’
Investor interest in China’s A-share market is growing.
27-08-2019 | Visión
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Columna
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Perspectiva trimestral
First critical step: approval of pension reform in Brazil
First critical step: approval of pension reform in Brazil
Implementation of pension reform is a critical move for Brazil to stabilize its fiscal accounts and step out of its fragile economic status.
11-07-2019 | Emerging markets alert
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Llegar a un acuerdo comercial es algo crucial para los mercados de renta variable Tras reunirse con distintos líderes financieros, altos funcionarios y analistas de los think-tanks, tanto de Estados Unidos como de China, Fabiana Fedeli intenta dar respuesta a una pregunta clave: ¿Cuándo podría llegar el acuerdo comercial?
05-07-2019 | Visión
Stronger mandate for Modi bodes well for Indian reforms
Stronger mandate for Modi bodes well for Indian reforms
India needs jobs, infrastructure and renewed economic growth.
02-07-2019 | Visión
The Saffron Wave
The Saffron Wave
Saffron, the official color of the Bharatiya Janata Party (BJP), prevails in the provisional election results that were announced today.
24-05-2019 | Emerging markets alert
Solid election outcome paves way for business-friendly reforms in South Africa
Solid election outcome paves way for business-friendly reforms in South Africa
Is the ANC election win a vote for South African economic reform?
13-05-2019 | Emerging markets alert
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Columna