spaines

Visión de mercado

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
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
China's new economy takes root
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
16-04-2019 | Visión
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Columna
Brazilian markets surf in the conservative wave
Brazilian markets surf in the conservative wave
Planned reforms in Brazil by new President Jair Bolsonaro are set to be welcomed by investors.
29-10-2018 | Emerging markets alert
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Columna
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | Visión
 A new president for Mexico: will the real AMLO please stand up?
A new president for Mexico: will the real AMLO please stand up?
What direction will the new Mexican president take?
04-07-2018 | Emerging markets alert
How to manage US-China trade war risk?
How to manage US-China trade war risk?
How can the US-China relationship be fixed?
26-06-2018 | Visión
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
Saudi Arabia and Argentina have been promoted to emerging market status.
21-06-2018 | Emerging markets alert
Ignore the short-term noise in emerging markets
Ignore the short-term noise in emerging markets
Robeco's Fabiana Fedeli commenting on the short-term noise in and long-term prospects for emerging markets.
05-06-2018 | Vídeo
Mantén la vista fija en el premio
Mantén la vista fija en el premio
¡Cuánto pueden cambiar las cosas en tres meses!
17-04-2018 | Columna
Guide to emerging markets
Guide to emerging markets
When you decide to invest in emerging markets, there is a range of approaches to choose from.
09-04-2018 | Visión
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | Visión
Putin gearing up for 2024
Putin gearing up for 2024
Despite the political risks, Russia offers attractive investment opportunities.
19-03-2018 | Emerging markets alert
Las tres razones por las que Corea del Sur es, para nosotros, una medalla de oro
Las tres razones por las que Corea del Sur es, para nosotros, una medalla de oro
Desde hace años, Corea del Sur es uno de nuestros mercados emergentes favoritos.
05-02-2018 | Visión
Some emerging markets are more equal than others
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | Visión
Lula’s conviction good news for Brazilian stock market
Lula’s conviction good news for Brazilian stock market
Lula’s conviction significantly changes the dynamics for Brazil’s presidential elections this year.
25-01-2018 | Emerging markets alert
China’s vertical forest - 10,000 tons of CO2
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018 | Estadísticas extraordinarias
Descifrar el código del país en los mercados emergentes
Descifrar el código del país en los mercados emergentes
Quienes invierten en mercados emergentes viven vidas emocionantes.
29-09-2017 | Visión
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Emerging markets alert
ESG integration crucial in emerging equities
ESG integration crucial in emerging equities
In emerging markets, ESG issues play an essential role.
26-05-2017 | Visión
China cuts 13 Amsterdams in coal capacity
China cuts 13 Amsterdams in coal capacity
In this new series we look at stunning statistics from the world of sustainability.
15-02-2017 | Estadísticas extraordinarias