Speaker Preview: Citi’s Willem H. Buiter on the Drivers of Global Growth
Forget terms like "emerging markets" and "BRIC" countries. The new growth metric is "3G," says the chief economist of Citi Investment Research & Analysis. Read More
View ArticleEmerging Markets Are Underrepresented In Global Investors’ Portfolios
Ashmore's Jerome Booth, Strategic Investment Group's Derek Sasveld, CFA and El Dorado Investments' Melvin Escudero discuss their outlook and strategy for emerging markets investing. Read More
View ArticleVideo: SSgA’s George Hoguet, CFA, on Emerging Markets
State Street Global Advisors' managing director, senior emerging markets portfolio manager, and global investment strategist discusses the nuances of emerging markets investing at the 64th Annual...
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David Hale Looks at Emerging Markets
Where are emerging markets vulnerable to the global economy, and how do they influence it? At the Annual Conference in Chicago, David Hale of David Hale Global Economics will examine their interactions...
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Emerging Markets Warrant an Overweight Position in Investor Portfolios, Says...
The economist argued that steady increases in exports and capital spending, as well as favorable demographics, means these markets will continue to grow at superior rates. Read More
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Michael Pettis on China: “The Growth Rate in Investment Is Going to Collapse”
The country's boom has been fueled by government investment, said the professor of finance at Peking University's Guanghua School, and the current trajectory cannot continue. Read More
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Asia and the Future of Finance: Restoring Trust Is an Urgent Task
Asia holds an eminent position in the post-crisis global financial order. The region is also poised to lead global economic growth this century: The Asian Development Bank forecasts that Asian...
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New Era for Global Bonds: Everything You Know Is Wrong
It used to be that investors most feared interest rate risk in industrial countries and credit risk in emerging economies. The rules have changed, says Ramin Toloui, PIMCO's global co-head of emerging...
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Dambisa Moyo: Search for Alpha Leads to Frontier Markets in Africa
Today only $4 billion is invested in frontier markets, says the international economist. Yet Africa enjoys good public finances, strong growth prospects, and favorable productivity and demographic...
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Fixed-Income Investing at the End of Time (or at Least at the End of the...
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound. Read More
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Emerging Market Debt: An Asset Class Coming of Age
Despite recent downturns in some emerging markets, Kristin Ceva, CFA, remains bullish on a number of emerging market countries. Read More
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Emerging Markets Investing: Getting the Big Picture Right is the Most...
Arjun Divecha, chairman of GMO’s board of directors, favors criteria that describe the financial flexibility of each country in which he seeks to invest. Read More
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Is Africa Finally the Next Global Growth Story?
For decades Africa has seemed hardly the sort of market in which a responsible investor might put his client’s money, but things appear to be changing. Read More
View ArticleThe Promise of Africa
Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent. Read More
View ArticleEmerging Market Equities: Unloved and Under-Owned
Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets....
View ArticleTwo out of Three: India and China in the Coming Decade
The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors. Read More
View ArticleWhere Has the Global Financial Crisis Left Us Today?
Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis. Read More
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