White papers and surveys covering issues relating to Middle East Investors. Private wealth in the Middle East region is unusually concentrated and some of the most frequently viewed research on Middle East issues covers family offices and private wealth management. Reports on trends in the sovereign wealth fund landscape have been popular, with SWFs such as ADIA... and SAMA featuring prominently. Retirement attitudes and approaches to savings and retirement in the MENA region are also given coverage. Amongst the most popular articles in this section are those examining future trends in the Gulf, the investment outlook for Middle East markets and white papers on geopolitical issues in the MENA region.
Report by CFA Institute and Principles for Responsible Investment (PRI) highlights Best Practices in ESG integration across EMEA.
This best-practice report contains guidance on ESG integration in equity and fixed-income investments and case studies on how ESG integration is “done” by leading practitioners. This …
Long-only asset managers reported Q4 2018 institutional assets under management of $23.81 trillion to eVestment at time of publication. Net institutional flows totaled -$234.4 billion in the fourth quarter pushing full year 2018 redemptions past the half trillion mark to -$517.5 billion. On a geographic basis, only…
The Agricultural Outlook 2018-2027 is a collaborative effort of the OECD and FAO prepared with input from the experts of their member governments and from specialist commodity organisations. It provides a consensus assessment of the medium term (ten year) prospects for agricultural and fish commodity markets at national,…
Equity capital markets activity totaled US$123.0 billion during the first quarter of 2019, a 41% decline compared to a year ago and the slowest first quarter for global equity capital markets activity since 2016. By number of issues, 903 ECM offerings were brought to market during the first quarter a 35% decrease compared to…
Overall global debt capital markets activity totaled US$1.8 trillion during the first quarter of 2019, a 4% decrease compared to the first quarter of 2018 and the slowest opening period for global debt capital markets activity since 2015. First quarter issuance increased 48% compared to the fourth quarter of 2018, which was…
This report has been authored by Acuris. It examines the roles of international investors, private equity, and multinational corporations (MNCs) in the Belt and Road initiative. Their roles will vary and multiple points of entry will be possible, including partnerships with Chinese firms and as project leaders.
Wellington Management overtook BlackRock as the most viewed firm by investors and consultants using the eVestment platform in March. Wellington’s International Contrarian Value product (an EAFE all cap value equity strategy) was the firm’s most viewed product, while second-place BlackRock’s Emerging Markets Alpha Tilts (an…
Investment markets experienced a volatile fourth quarter as ongoing trade tensions and global growth concerns sent global equities substantially lower. Developed-market equities were particularly weak, declining significantly more than their emerging-market (EM) counterparts.
Index provider MSCI’s decision to include Saudi Arabia in its emerging-markets index will likely transform the Kingdom’s equity market, and potentially those across the Middle East and North Africa (MENA) region, according to Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity. They weigh in on the…
Saudi Aramco upended credit market custom when it issued bonds at a lower yield than the debt of its sovereign. The company opened its books for the first time, revealing it to be the world’s most profitable company with net income last year of $111 billion. The quality of the disclosure suggests Aramco may use the deal as a…
Saudi Arabian stocks will be included in the MSCI Emerging Markets Index and the MSCI ACWI Index in a two-step process starting in June this year. With the first step of inclusion of the MSCI Saudi Arabian Index coming shortly, we ask how inclusion of this Middle Eastern market would have affected the MSCI EM Indexes.
President Trump’s tweet on February 25 urging OPEC to ‘relax’ and to take it ‘easy’ with their cuts, and that a ‘fragile’ global economy can’t tolerate a higher oil price, did have an immediate price impact, with the Brent price declining by 4 per cent on the day, from nearly $67/b down to $64/b. But the ‘Trump tweet’ impact…
In this annual outlook on frontier markets, FIS Group looks back at their predictions from 2018, then discusses relevant opportunities present in early 2019. Argentina, Vietnam, and the MENA region are covered in detail.
Our review of the top-performing strategies within key universes for African/Middle-East (A/ME) institutional investors leverages data from the eVestment database to reveal the asset managers who delivered the best returns for their clients. In this report, we ranked eVestment’s 323 primary universes using four criteria…
Operating a business in the Middle East requires executives to navigate an exceptionally challenging geopolitical and macroeconomic environment while dealing with unique labour and technological considerations on the ground. This often requires managing expectations against reality. The aim of this report is to dispel…
REITs are currently underpenetrated in the Middle East, however we expect them to grow gradually as the real estate market in the region matures in terms of quality of assets, financing, governance and regulations. We anticipate that there will be shift in business model with REITs in the region shifting from being ‘…
The move by Saudi Arabian Oil Co. - better known as Aramco - to tap the public bond markets for the first time represents an important step for improved transparency and disclosure on the part of the Saudis.
The move by Saudi Arabian Oil Co. - better known as Aramco - to tap the public bond markets for the first time represents an important step for improved transparency and disclosure on the part of the Saudis.
The Bloomberg Capital Markets Tables represent the top arrangers, bookrunners and advisors across a broad array of deal types including loans, bonds, equity and M&A transactions; according to Bloomberg standards. This report focuses on EMEA capital markets.
