The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
A reality check of China’s embattled real estate sector: Trip notes
Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.
Slowdown in population growth creates economic time bomb
The world may not be having enough children to sustain economic growth at current levels.
European outlook: four megathemes
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
China volatility can continue, but don’t ignore the rest of EM right now
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
Three years on – forging a path less trodden for a sustainable strategy
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Emerging Market Debt: Looking through the noise to deliver alpha?
Being prepared for the unexpected is a huge part of EMD investing. Alejandro Arevalo attempts to make sense of market moves, and explains how he aims to deliver alpha.
Fed: the most hawkish central bank in the G10?
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.