Tag: Equities

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January 2022: Key Themes 2022

A comprehensive view of the key themes that we believe...

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2022 Emerging Market Elections: The Who’s Who and the So What…

As democratic systems have been put in place across developing...

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Sustainability-Linked Bonds: Our Framework for Assessment

AXA IM is committed to the idea that investors will be...

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January 2022: Capital Markets View

The MFS Capital Markets View entering the first quarter of...

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Emerging Market Equities: Identifying the Key Long-Term Trend

As we enter 2022 we can expect robust fundamentals to...

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Emerging Markets are an “Active” Investment Universe

Frank Häusler, Vontobel’s Chief Investment Strategist, believes that emerging markets...

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No Immediate Storm Ahead, But Insurers Should Use the Lull to Build Portfolio Resilience

Key points   Our central scenario remains positive for 2022...

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Solutions in 2022: A Defining Time for Inflation and ESG

The coronavirus continues to introduce uncertainty, but investors should expect...

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Bretton Woods 2.2?

Key Points   After the December inflation print, a March...

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Specialist Lenders Lead Stacked Pipeline in ABS

The first two trading weeks of the year are coming...

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