In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
The financial markets have been on the rocks in 2018. Read here why you should still keep a cautiously optimistic stance.
As long as the underlying investor sentiment remains positive and investor confidence does not tilt, we are optimistic about the autumn on the capital markets. Find out more about the outlook for the global financial markets in our new blog.
This blog entry will discuss three scenarios for the coming quarters and the coming year.
230 Chinese A-shares have joined the important MSCI indices and share prices have rebounded from year-lows. Gabriela Tinti, Fund Manager, explains the relevance of the new A-shares.
The Turkish central bank was forced to raise its most important interest rate by 300bps and to re-align its monetary instruments. What are the reasons for this nosedive?
Amalia Ripfl, Senior Fundmanager explains Turkey´s rush to early elections: who profits and what does it mean for the equity market?
Fears of rising interest rates are back. Was the recent 9% correction in global equities just a market blip, amplified by technical factors related to the trading of volatility products? Or something more serious – a regime shift signalling the end of the equity bull market as many have argued?
The BBVA Latin American Local Markets Conference in London gave Christian Gaier, senior fund manager of government bonds of emerging markets, the chance to talk to local Latin American representatives. In our blog he shares some of the insights he gained and the narratives that may affect 2018.
The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.