Tag: Emerging Markets
July Monthly Market Commentary: Recession on the Radar
Overall, we expect a shallower, more short-lived economic slowdown for...
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Bond Investing in Asia: Peaking Bond Yields Present Unique Opportunities
Peaking bond yields, measured rate hikes in Asia and still...
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Discipline Pays Off in China Equities
Our focus on industry leaders creates a market storm shelter...
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Global Markets: 10 Things to Watch in July
Key takeaways Consumer inflation expectations Central bank credibility is on...
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Emerging Markets are Down, But Not Out
Global markets are facing a number of headwinds this year,...
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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.
Key Points In EM we pay close attention to...
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June Global Macro Monthly – A Summer of Discontent
Key points Our global outlook was more pessimistic than...
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The Road to Net Zero: Funding China’s EV Industry
A ground-breaking offshore debt financing for SAIC, one of China’s...
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Real Estate Outlook – Global, Edition 2 – 2022
Global real estate performance remained strong in the first quarter....
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