The sell-off in Russian markets following the US's shock decision to impose harsher sanctions has created a divergence between emerging market debt and equity managers, with bond managers becoming extremely bearish while equity managers have identified buying opportunities.
On 6 April, the US hardened sanctions imposed on Russia by targeting seven of the country's richest men, as well as 17 government officials. The move followed what Western powers view as aggressive...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process