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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 | Visie
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 | Visie
 Altijd iets te beleven: 25 jaar beleggen in opkomende markten
Altijd iets te beleven: 25 jaar beleggen in opkomende markten
Op dit moment zijn opkomende markten goed voor een kwart van de wereldwijde aandelenmarkt.
26-11-2019 | Visie
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
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
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