Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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'Quantitative Squeezing': Prospects for Global Liquidity in 2018
We conclude five points about Global Liquidity in 2018: Global Liquidity will expand by around US$5 trillion net in 2018. This is stilla positive...
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Global Markets: Do You Feel Lucky?
Global equity markets have started 2018 well, the MSCI World (MXWO – 2,158) is up 2.6% year to date, while the world’s most important index, the...
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MSCI EM : Toppish Elements, Setback Within Bullish Trend
MSCI Emerging Markets Index (MXEF INDEX) is evolving within a bullish trend since the start of 2016, experiencing an acceleration since Q4 2016...
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