We believe positive differences between emerging and developed markets present investors with opportunities.

This paper explores why carbon footprint alone will not suffice for investors that want to support decarbonisation and begin to offer outlines of an alternative.

Published on 20th May, the founders of Bridgewater and GMO discuss the big risks they’re watching, including inflationary pressures, political conflict, asset bubbles, and climate change – and what investors can do to protect themselves. They discuss strong inflationary pressures, rising political conflict, asset bubbles and…

Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind the recent market upsurge and whether we should expect a reversal soon. Also on an upward trajectory this month was gold. They discuss what’s been going on.

In light of a solid macroeconomic backdrop for emerging markets (EM), and a benign currency outlook, why is investor positioning for emerging market debt still light? And what could be the catalyst for renewed interest in the asset class?

Thinking back to the first quarter of last year, sentiment for China investing post pandemic was remarkably positive. The upbeat mood unfortunately did not last and stocks mostly fell after spring, leaving investors frustrated for the rest of last year and dispirited as we entered 2024.

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if the US economy is running too hot.

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal spirits have yet to ignite China's stock market.

Tune in for the latest from portfolio manager Arnout van Rijn. Currently, US yields have reached 5%. The earnings season is off to a promising start, with a significant number of companies exceeding expectations.

Shehriyar Antia, PGIM's Head of Thematic Investing, joins Milken's 2023 Asia Summit to discuss "Investing in Food Systems to Address Climate Change."

In 2022, the Indian businessman was the third richest man in the world but a short report at the start of 2023 saw the value of his listed companies fall by over $100bn. The fallout has spread beyond the markets and into politics as the story of Adani has become inextricably linked to Prime Minister Narendra Modi's…

Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing.

In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement on the raising of the US debt ceiling.

Emerging markets equities have been through tough times in 2022, and China equities were hit especially hard. Given the continuing war in Ukraine and the slowdown of Chinese economic growth, what is to be expected in 2023?

Things are heating up, in different senses of the phrase. Just like a century ago, we are emerging from an international crisis with the potential of an economic boom. But unlike the Roaring Twenties, the growing optimism is being tempered by the threat of an even greater crisis: climate change. Now in its 11th edition,…

Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.

How do investors price in geopolitical tensions? And with fewer than two U.S. interest rate cuts now baked into markets, is there any stopping the rise of the U.S. dollar?

It seems wherever you turn these days, there are stories about India’s status as the fastest growing major economy in the world. Its growth rates remain the envy of both the developed—and the developing—world. But what is really happening under the hood?

Jessica Jones, Head of Asia, PGIM Investments, joined Bloomberg’s Daybreak Asia to discuss why high-net-worth investors are looking at private alternatives.

In a podcast appearance, Vanguard’s chief economist for the Asia-Pacific discusses investment conditions and the long-term outlook.