Europe's political tensions pose questions for investors; Martin Currie's Michael Browne rates the risks to stability posed by the biggest EU economies now.
It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.
Price-to-book ratios for Asian equities are well below the long-term average, even after January's bounceback in valuations.
A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.
The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.
Chart of the Week
Chart courtesy of ClearBridge Investments. Source: Bloomberg, as of 9/30/19. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
Current market uncertainties are generating potential opportunities for income investors.
A look ahead to what else may be in store in a year that's already defied many investor expectations.
An in-depth look at the impact of recent elections in two of Asia's largest economies – India and Indonesia.
July data points to a picture that is probably not as bad as headlines suggest.
The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?
Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.
The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.
The European Parliament’s new appointments to top jobs will have important implications for the markets.
As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.
Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?
Despite real economic challenges, the risk of a significant recession in Europe remains low -- barring monetary, fiscal or banking policy mistakes in the wake of the EU elections.
The Indian mobile communications market has consolidated around three players.
Largely a developed market phenomenon so far, incremental growth in REITs is likely to come from the emerging Asia markets.
Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.
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