Investment views

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Sustainability & satellites

New frontiers in sovereign debt investing

Could advances in geo-spatial research transform sovereign debt investors’ ability to address environmental risks?

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De-dollarisation

How a global currency shift may surprise investors

The de-dollarisation series explores ongoing moves to erode dollar dominance and the shift to a multi-currency international monetary order.

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Energy 3.0

How the renewable energy revolution has become a mainstream investment priority.

The Investment Institute explores how asset owners are significantly underestimating both the risks and potential opportunities presented by decarbonisation.

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Tusk Awards 2018 Winners

Tusk Awards 2018 Winners

Tusk Conservation Awards, in partnership with Investec Asset Management, celebrated the ground-breaking work of Africa’s unsung conservation heroes.

Read more about 2018 Tusk Conservation Awards winners
China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub
Emerging Perspectives

Emerging Perspectives

Our expert team examines the dynamic world of emerging market debt.

Emerging Perspectives

Featured investment views

High stakes: the US takes on China-tech

21 May 2019

The latest moves against Huawei could escalate the tech dispute between the US and China. Greg Kuhnert, Co-Head of 4Factor and analyst Anton du Plooy assess the potential impacts on global supply chains and tech businesses worldwide.

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- Visit our China Hub
Yield curve inversion: therapy for central banks

20 June 2019

“An ounce of prevention is worth more than a pound of cure.” An exploration of how central banks can use signals to proactively pre-empt monetary easing to prevent a recession.

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Clock is ticking

14 June 2019

The trade war is heating up again and common indicators are suggesting we are reaching the end of this economic cycle. However, with fundamentals still showing strength and bond markets pricing in a material policy easing from the Federal Reserve, there are still plenty of opportunities to be found.

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The last hurrah?

12 June 2019

Lindsay Williams and Philip Saunders ponder the significance of the rally in equity markets amidst global growth concerns and talk of trade wars. Interview recorded on 7th June 2019.

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EM corporate credit: all change among the protein protagonists

7 June 2019

Asia’s pain could become Latin America’s gain: with swine flu sweeping China and its neighbours, we consider the implications for the corporate credit market.

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Indian elections: pensive amid the post-election partying

30 May 2019

Modi’s Bharatiya Janata Party (BJP) party surpassed all expectations to sweep the board in India’s general election. Paving the way for continued reforms, this gives plenty of cause for optimism in what is already one of the world’s fastest growing economies. But we think it’s too soon for fixed income investors to celebrate. Mark Evans explains.

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Related links
- Read more from Emerging Perspectives
- Emerging Market Debt Indicator