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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.

Macquarie - EM Roundtable: Is the emerging market story over?

With a lackluster showing by emerging markets (EM) securities - both equity and fixed income - so far in 2018, we recently sat down with four Macquarie Investment Management portfolio managers who focus on developing market investments. The participants shared their insights and thinking on what has caused the underperformance, their outlook for the investment class, their approach to finding potential winners, and where they spot specific concerns and opportunities.

Company: Macquarie
Date added: 17-10-2018
Sector: Emerging & Frontier Markets

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Macquarie - Is the emerging market story over? Understanding ESG in Credit Portfolios

With a lackluster showing by emerging markets (EM) securities - both equity and fixed income - so far in 2018, we recently sat down with four Macquarie Investment Management portfolio managers who focus on developing market investments. The participants shared their insights and thinking on what has caused the under performance, their outlook for the investment class, their approach to finding potential winners, and where they spot specific concerns and opportunities.

Company: Macquarie
Date added: 21-09-2018
Sector: Emerging & Frontier Markets

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Schroders - Talking Economics: Global liquidity and emerging markets

Emerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.

Company: Schroders
Date added: 05-07-2017
Sector: Emerging & Frontier Markets

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FSB - Peer Review of India

This peer review examines two topics that are relevant for financial stability and important for India: the macroprudential policy framework, and the regulation and supervision of non-banking finance companies and housing finance companies. The review focuses on the steps taken by the Indian authorities to implement reforms in these areas, including with respect to the relevant recommendations in the 2012 Financial Sector Assessment Program (FSAP) report by the International Monetary Fund and the World Bank.

Company: Financial Stability Board
Date added: 16-04-2017
Sector: Emerging & Frontier Markets

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CBRE - EMEA Investor Intentions Survey 2017

Highlighting the most popular investment markets in EMEA, and investigating the obstacles faced by investors when deploying capital, the Investor Intentions Survey is an annual barometer of real estate investor sentiment, illustrating investor priorities and strategies, for the coming year. 

Company: CBRE
Date added: 06-04-2017
Sector: Emerging & Frontier Markets

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M&G - Emerging market equities: opportunities in improving fundamentals

Many emerging market companies are making good progress on self-help initiatives; adopting better capital discipline and focusing on profitability rather than growth. Although the asset class has seen significant outflows in recent years, investors are starting to pay attention to these positive changes, however, many remain underweight the asset class.

Company: M&G Real Estate
Date added: 01-01-2017
Sector: Emerging & Frontier Markets

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UBS Asset Management - Riding a new wave – Emerging markets: The new normal

For the last several years, global markets have experienced a “New Normal” of low economic growth and persistently low inflation. The tepid economic recovery from the great financial crisis of 2008-2009 is one factor driving the New Normal. Low long-term bond yields and a flat yield curve bears evidence that the markets believe in the New Normal as the base case scenario.

Company: UBS
Date added: 01-08-2016
Sector: Emerging & Frontier Markets

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Newton Investment Management - Finding true value in your EM investments

In recent months the emerging markets universe has been increasingly characterised by diverging performances at regional, industrial sector and company levels. Against this backdrop, we explain why we believe being active in managing emerging market investments may help you find real value.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Emerging & Frontier Markets

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Capital Group - Taking India's pulse

In this Investment Insights paper on India, we assess the long-term impact of reforms put in place by Prime Minister Narendra Modi. We also discuss factors that are in India’s favour, including demographic trends and the penetration of technology.

Company: Capital Group
Date added: 01-12-2015
Sector: Emerging & Frontier Markets

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FSB - Peer Review of Turkey

The peer review examined two topics relevant for financial stability and important for Turkey: the macroprudential policy framework and tools, and bank resolution. The review focused on the steps taken by the authorities to implement reforms in these areas, including with respect to relevant recommendations in the 2011 Financial Sector Assessment Program report by the International Monetary Fund and the World Bank.

Company: Financial Stability Board
Date added: 19-11-2015
Sector: Emerging & Frontier Markets

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FSB - Peer Review of Saudi Arabia

The peer review examined three topics relevant for financial stability and important for Saudi Arabia: the macroprudential policy framework, bank resolution and deposit insurance. The review focused on the steps taken by the authorities to implement reforms in these areas, including with respect to relevant recommendations in the 2011 Financial Sector Assessment Program report by the International Monetary Fund and the World Bank.

Company: Financial Stability Board
Date added: 05-11-2015
Sector: Emerging & Frontier Markets

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Capital Group - Emerging Markets: Where do we go from here?

It has been a difficult few years for emerging markets. Having been beset by challenges – from a potential rise in US interest rates to low commodity prices and slower economic growth – many investors are asking where we go from here. While the asset class faces headwinds, we believe the long-term case is strong and intact.

Company: Capital Group
Date added: 01-11-2015
Sector: Emerging & Frontier Markets

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KPMG - Power in Africa

This paper by KPMG examines the current state of the energy investment sector in Africa, particularly the challenges and the opportunities.

Company: KPMG
Date added: 01-11-2015
Sector: Emerging & Frontier Markets

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Capital Group - Emerging markets have become diverging markets

This paper discusses the challenges facing emerging markets – from a potential rise in US interest rates to low commodity prices and slower economic growth – as well as the opportunities for long-term active investors.

Company: Capital Group
Date added: 01-09-2015
Sector: Emerging & Frontier Markets

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