Tag: Emerging Markets

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Carmignac Portfolio Emerging Discovery: Letter from the Portfolio Managers

Carmignac Portfolio Emerging Discovery (A EUR ACC share class, ISIN...

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Tapping the Potential of the New Asian Consumer

Summary The behaviour of Asian consumers is changing, resulting in...

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Market Monitor – 20 January 2023

Mixed economic data in the United States provided investors with...

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On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022

Broadly constructive on the region’s bonds Summary US Treasury (UST)...

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Family Businesses in Five Charts

Do family businesses deliver better stock-market performance than other companies?...

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2023 Starts Cheaper But with New (and old) Risks

Happy New Year to all my readers. I have good...

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Barometer: After the Storm

Emerging market equities and bonds offer the best prospects for...

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Q3 2022: A Quarter of Active Stewardship Illustrated

24  engagements held 98%  meetings voted 51%  of meetings where...

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One Small Step Forward—One Giant Leap Away from Deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in...

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Jupiter Merlin Weekly: Playing Monetary Policy Whack-a-Mole

The Jupiter Merlin team discuss the continuing efforts of central...

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