ESG, Climate Action
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
Remember money market strategies? They’re back! Once the latest rate hike is incorporated, money market strategies can offer yields above 4%! A record path and close to a record return in money market strategies since 2001. Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
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Emerging Markets
Emerging Markets, Equities
Steady as She Goes
The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.
Outlook 2023, Galina Besedina, Paulo Salazar, Emerging Markets
Net Zero with Emerging Markets: before the bell tolls
Net Zero is a make-or-break moment for the global economy and investors can help emerging markets take full part in the energy transition.
Diliana Deltcheva, Fixed Income, Emerging Markets
Our 2023 Emerging Markets Debt Market Outlook
The macro environment in 2023 is likely to remain challenging for emerging market debt, especially in the first half of the year.
Emerging Markets, Fixed Income, Richard Briggs, Sovereign Sustainability
Lula’s Amazon stance appeals but will he deliver on the economy?
Luiz Inacio Lula da Silva narrowly won the second round of Brazil’s election, beating incumbent Jair Bolsonaro. Initial fears that Bolsonaro wouldn’t accept the result, particularly if it was tight, have receded. Bolsonaro said that he would follow the constitution and play by the rules, while his chief of staff, acknowledged the defeat.
Climate Action, Equities, ESG, SRI, Paulo Salazar, Galina Besedina, David Czupryna, Emerging Markets
ESG in EM Equities: Knitting it all together
25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance :
Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.
Climate Action, Highlighted, Galina Besedina, Outlook 2022, Paulo Salazar, Emerging Markets
Emerging Markets: climate opportunities?
Emerging nations face a dilemma. On the one hand, they have a strong understanding of the need to protect the climate for future generations. Yet the imperatives of today are to improve their societies and living standards, which requires increased energy and electricity at affordable cost.
Equities, Highlighted, Jan Boudewijns, Outlook 2022, Paulo Salazar, Emerging Markets
New China is here. Truth or a joke?
JPMorgan’s CEO, Jamie Dimon, had to issue a long public apology for his "joke" during a recent trip to Hong Kong.
Equities, Paulo Salazar, Emerging Markets
China Common Prosperity: New Meaning to an Old Idea
As a familiar idea in China for decades, Common Prosperity' is rapidly gaining in prominence