The truth behind 'cheap' valuations
Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.
Credit expansion is 'noteworthy'
Return of big banks and the end of austerity?
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Finding companies ahead of the growth trend
Why the time has come for smaller countries to shine
AUM forecast to double by 2025
Somerset co-founder to take over as lead manager
Three new sectors from 1 January
Which areas should investors pay attention to?
Natural resource and population tailwinds
But growth and sentiment set to improve
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
Emerging markets, much like developed markets, have been influenced by macroeconomic and political developments since the start of the year.
Public consultation reveals investor concerns before further inclusion considered
The key themes to look out for
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Why three is the magic number
Four factors may work as catalysts in 2020
Amy Kam to lead GAM Asian Income Bond strategy
To start in Q1 2020
Targets 'best in class' industry leaders
New report on Long Term Capital Market Assumptions