Category Archives: Emerging Markets

Play Reflation through Real Assets and Equities

Francesco Sandrini is Head of Multi Asset Securities Solutions.  This is the second in a series of blogs in which we analyze the main inflation drivers investors should pay attention to in 2017 and beyond, as well as investment opportunities to … Continue reading

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Dutch Dam Against Anti-Euro Tide

In the End, No Surprise After the annus horribilis in which several elections resulted in unexpected outcomes (admittedly, without the much feared negative impact on asset prices), we have now had a result that is in line with recent polls … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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Key Risks for the USD Bull Market in 2017

Part three in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my previous posts, I discussed the three factors that will fuel the USD rally in 2017: fiscal stimulus proposal (USD Bull Market: Key Drivers … Continue reading

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China: How to Get to 2020?

Qinwei Wang is an Economist. One of the major debates on the future of China relates to the potential growth with some pundits predicting a sharp and unavoidable  fall in Chinese growth throughout 2020. We have looked into the causes behind … Continue reading

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