The spectacular rise in interest rates over the last two years has not been without collateral damage. Against this backdrop, equity markets remain polarised. The most glaring example is undoubtedly in the United States, where the rise in the mark...

State Street Global Advisors see a “down-side skew” in this asset class. As shown in Figure 1, that is, the winners are outweighed by the losers by approximately 2.5-1. In the chart to the right one can see this skew is even worse in emerging mar...

By Claudia Calich, Head of Emerging Markets Debt at M&G Investments’ Public Fixed Income Following his victory in Argentina’s presidential elections, Javier Milei will be sworn in as President on 10th December. Argentina’s stocks and b...

- The BlueOrchard Impact Credit Fund (“BOIC” or “the Fund”) complements BlueOrchard´s existing offering in financial inclusion. - Building on an extensive network and expertise in the fastest-growing regions and the significant capital needs in ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US President Joe Biden and his Chinese counterpart Xi Jinping met for constructive talks last week, marking an easing in tensions between the superpowers in a welcome d...

- United States aside, the economic outlook everywhere else has been revised downward - The rise in interest rates puts pressure on government budgets - World trade is fragmented against a backdrop of numerous geopolitical tensions - A possible...