The next decade could see higher growth and lower inflation, partly due to AI adoption’s productivity gains, according to Amundi’s latest investment forecast.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how investors perceive emerging markets.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on how important China is to emerging markets.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what drives emerging markets.
Varun Laijawalla from Ninety One speaks to James Dunn from The Inside Network for our IN60 series.
Varun Laijawalla from Ninety One goes in-depth with James Dunn from The Inside Network on the emerging markets opportunity.
The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour” of forecasting. Also discussed are the technological developments that have shaped markets, and the political-economic ecosystem.
We believe that the ongoing disinflation process, combined with moderate global growth and the potential for central banks to ease monetary policy, presents a favorable backdrop for fixed-income markets. This summary is intended to aggregate the firm’s current overall views and present an at-a-glance dashboard.
The most widely followed global fixed income index includes emerging markets, but asset allocators looking to get full and meaningful exposure to the structural opportunity may need something different. The mighty ‘Global Agg’ Over the 50 years since they were conceived, Bloomberg’s Fixed Income Indices have grown to become a dominant force in fixed income…
A recovery in profits, strong incentives from the TSE for companies to improve capital efficiency and a shift out of deflation is boosting a market rerating in Japan.
