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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Ashmore - The EM Fixed Income Outlook 2016

The EM fixed income asset class likes that Fed hikes are underway and has traditionally performed well after the start of sustained hiking cycles. Flows in EM will become more two-way in 2016.

Company: Ashmore
Date added: 18-01-2016
Sector: Fixed Income

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Ashmore - EM Equities Outlook 2016

Emerging Markets (EM) equities delivered the second worst market decline since the financial crisis in 2008, ending 2015 down -14.9% according to MSCI EM Index Net. Eastern Europe held up better than markets in Asia, while Latin American markets declined the most.

Company: Ashmore
Date added: 18-01-2016
Sector: Emerging & Frontier Equities

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Ashmore - A Chinese fig leaf for US weakness

Selling China has become a favourite way for the market to express negative sentiment about the global outlook, but the bodies are buried in the developed markets, not in China. The tensions between Iran and Saudi Arabia are unlikely to result in outright war, but both sides are likely to welcome some distractions on the foreign policy front while they adjust to lower oil prices. We also discuss Indonesian and Chinese FX reserves, inflation in Brazil, politics in Venezuela and talks between the government and holdout investors in Argentina. In the global section, we suggest that short-duration strategies could do well this year given likely volatility in the US Treasury market and high levels of risk aversion, which have pushed EM spreads wider than justified by fundamentals.

Company: Ashmore
Date added: 18-01-2016
Sector: China

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