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Five factors supporting EM

Weekly investor research

03 April 2018

Emerging Markets (EM) performed well in Q1 2018 in the context of heightened risk aversion, trade wars and other nasty news. We explain the five factors currently supporting EM, in our view. This week’s research also covers Saudi Arabia’s inclusion in the FTSE Russell EM stock market index, the latest election-related news in Brazil and China’s response to America’s declaration of a trade war.

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Assessing the EM policy reaction-function in the context of a COVID-19 induced recession

Weekly investor research

23 March 2020

The liquidity collapse resulting from the cumulative effects of the expected recession, the decline in oil prices and extreme market volatility was the main problem facing global markets last week.

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The COVID-19/Oil/US Stock Market Triple Shock: Impact on EM

Weekly investor research

16 March 2020

An unprecedented triple shock from the US stock market crash, COVID-19 and falling oil prices has dislocated asset prices and impaired liquidity across all markets.

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