All Asset Class Reports articles – Page 9
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Asset Class Reports
Defining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
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Asset Class Reports
Trade war: The silver lining in the clouds of trade war
Smaller emerging market players could benefit from the US-China trade war
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Asset Class Reports
Emerging market equities: ESG in Latin America
An anti-corruption drive by Latin American companies is creating opportunities for responsible investors
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Asset Class Reports
Trade war minefield for investors
High-quality companies are most likely to withstand the ravages of a prolonged US-China trade war
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Asset Class Reports
US equities: Past, present and future
Are US equity valuations in bubble territory?
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Asset Class Reports
Powerful currents transforming energy
Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector
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Asset Class Reports
Are the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
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Asset Class Reports
US Treasuries – still safe?
Rising US government debt levels are posing a conundrum for bond investors
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Asset Class Reports
Government Bonds - Euro-zone: Turning Japanese
The euro-zone appears to be in a low-growth liquidity trap redolent of Japan
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Asset Class Reports
Hedge Funds - Technology: The next generation
Advances in artificial technology and computing power are opening paths to new hedge funds strategies
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Asset Class Reports
Cryptocurrencies: A match made in heaven – or hell
Cryptocurrencies could offer handsome returns to hedge funds. Or they could be a disaster
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Asset Class Reports
Innovation is key for pharma
Europe’s pharmaceuticals sector must be innovative to stay ahead of global rivals
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Asset Class Reports
Brexit: Deal or no deal
Brexit uncertainties are making stockpicking a difficult task
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Asset Class Reports
European Equities - Auto sector: Rough road ahead
Europe’s automotive industry faces global challenges ranging from emissions standards to trade disputes and radical transformation of the industry
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Asset Class Reports
Issuance: Down but not out
The huge growth of BBB-rated credits in the investment-grade sector has raised some concern but there are opportunities for investors
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Asset Class Reports
Ratings: When corporates can trump sovereigns
Several factors can place corporate credit ratings higher than that of the domicile country
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Asset Class Reports
Investment Grade Credit: Veering between extremes
Capital markets are fluctuating between optimism and pessimism
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Asset Class Reports
Private equity: An expanding universe
A significant growth in direct lending has helped boost the private equity market
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Asset Class Reports
Venture capital: Venturing further in Europe
The European venture capital market is increasingly attractive
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Asset Class Reports
Asset allocation: Opportunities abound despite volatility
The many uncertainties on the global stage might not be bad news for everyone