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Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down 19.9%, the US Dollar (USD) up 7.2%,2 Russian assets marked to zero, and China locking down its two largest cities, one would rightly cover their eyes before looking at EM performance….
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most important long-term thematic for investors. The scale of growth in the middle-class is unprecedented, and will have far-reaching impacts on consumption patterns ranging from luxury goods, to staples, banking, financial…
As working from home has become the new normal for most people, there are still many opportunities for advisers and investors to cut through the noise and hear insights from some of the best investment managers and research teams from a range of webinars and virtual roundtables being hosted online every day. Mirae Asset –…
As working from home has become the new normal for most people, there are still many opportunities for advisers and investors to cut through the noise and hear insights from some of the best investment managers and research teams from a range of webinars and virtual roundtables being hosted online every day. Netwealth – Are…