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2022 Emerging Markets Mid-Year Outlook: Navigating Opportunities and Headwinds

Despite the -16.3 per cent year-to-date (YTD) performance, we are impressed with the resilience of emerging market (EM) equities. In any year with the S&P down 19.9 per cent, the US Dollar (USD) up 7.2 per cent, Russian assets marked to zero, and China locking down its two largest cities, one would rightly cover their…

Investor Strategy News | 17th Aug 2022 | More
Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes   The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the second…

Stephen Dover | 28th Jul 2022 | More
  • Opportunity for non-US investment in taxable US municipal bonds 

    An allocation to municipal bonds by non-US investors may provide a high quality and differentiated fixed income exposure to a portfolio. With an increase in issuance and market size, investors outside the United States are expanding their search for yield to a hitherto unexpected place: US municipal bonds. US municipal bonds offer generally higher nominal…

    Investor Strategy News | 4th Jul 2022 | More
    Food innovation: Investing to feed our future

    I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…

    Investor Strategy News | 17th Jun 2022 | More
  • 2022 Global Real Estate Outlook

    Late-Cycle Investing Philosophy Comes Early 2021 marked the most rapid economic recovery witnessed in the U.S. over the past four decades. As a result, inflation has reached its highest point since the 1970s and markets are polarized between the need to raise rates to curb price growth versus continuing to stimulate the economy to achieve…

    Investor Strategy News | 17th Mar 2022 | More
    Does an Ethnically Diverse Board Mean Better Stock Performance?

    Calvert Research and Management, a global leader in responsible investing and part of Morgan Stanley Investment Management, has released new research which aims to explore recent trends in ethnic diversity at corporate boards as well as its relationship to equity performance.

    Investor Strategy News | 30th Nov 2021 | More
    Targeting Sustainability via Decarbonization

    Carbon Emissions and Carbon Credits Even though 2050 is a long way off, action must be taken now in order to achieve some of the Paris Agreement goals. Reducing carbon emissions is a critical aspect of this process. In response, many governments and corporate entities have already begun to develop decarbonization strategies in an effort…

    Staff Writer | 13th Nov 2020 | More