Emerging Market Debt
Global Investment Forum
International and Global
Market and Economic
David Rosenblatt, CFA®
Emerging Markets Team: LGM
Multi-Asset Solutions Team
Responsible Investing team
The global economy experienced a welcome bounce in activity over the last couple of months following an easing of lockdowns.
Equity gains continued in July as bond yields slipped, though performance remains uneven across regions, sectors and factors.
ETFs experience record flows, provide liquidity when investors need it
Unlike previous recessions, the value of a U.S. used car has risen sharply this summer as our daily lives are profoundly impacted by social distancing and the sudden COVID-induced de-urbanization wave.
Value investing has consistently trailed the broader market in recent years, prompting some institutional investors to question its role in the portfolio.
Conviction is one word that’s hard to come by during these uncertain times.
As RI quickly becomes best practice for institutions globally, it’s more important than ever to select credible, experienced investment partners that support your values.
As the coronavirus pandemic reshapes markets and underlying economies, how should investors manage catastrophic risk with the need for upside growth?
The earnings season kicked off last week and we are unsurprisingly seeing many firms facing steep contraction in revenues and earnings because of COVID.
The road ahead is unlikely to continue as smoothly, especially for the U.S. labour market as the May and June job gains represent only about a third of the jobs lost in March and April.
Since the middle of June, the world has seen a spike in COVID cases in some cities and U.S. states, which has caused renewed market volatility.
The bounce occurred and it had nothing to do with investment fundamentals.
Have a representative contact you at your convenience
Access the latest insights, research and trends