A Clear Thematic Vision of Frontier Markets

Stockholm (Ekonamik) – “When approaching potential investors, we want to present them with a clear theme,” says Mattias Martinsson (pictured), Chief Investment Officer (CIO)...

Mandate for Modi, but Whither Reform?

Stockholm (Ekonamik) – India’s Prime Minister Narendra Modi is set to return to power with a strong mandate, following the final tally of the...

U.S.-China Trade War Escalates As Growth Takes Hit

Stockholm (Ekonamik) – The U.S. and China both experienced a slowing in consumer and industrial activity in April before even the latest escalation of...

European Parliament Elections: Preview

Stockholm (Ekonamik) – The European Union goes to the polls to elect a new European Parliament (EP) from May 23-26, an election that will...

Developing Green Bond Safety and Returns

Stockholm (Ekonamik) – “We need to fight climate change everywhere,” insists Alban de Fay, Head of Amundi's Fixed income SRI and Green Bond strategies....

Frontier Insights – Index Concentration and Frontier Challenges

Stockholm (Ekonamik) - "With the rising importance of emerging markets, increasing interest in frontier markets and fears over advanced economy stagnation, the global economy...

What’s the Difference Between Frontier and Emerging Markets?

Stockholm (Ekonamik) - Having spent a week considering frontier markets, it has become apparent that one of the most interesting things about this market...

Debt Restructuring the Frontier of Ice and Fire

Stockholm (Ekonamik) – At a recent event at the residence of the Icelandic ambassador in Sweden, Fossar Markets introduced a select number of investors...

Ecological Market View Reveals New Opportunities

Stockholm (Ekonamik) - "Beyond profit maximisation, cost, capital preservation, income, growth, liquidity, funding needs and risk management concerns also inform investors' decisions. Asset prices...

Alternatives Insights: Diversification & Tech Disruption

Stockholm (Ekonamik) - "We are at a point in the market cycle where valuations for most risk assets are stretched and the inevitable likelihood...

Alternative Diversification Away From Equity-Bond Correlation

Stockholm (Ekonamik) - “The first quarter of 2019 has been the best quarter for hedge funds for many years, and most hedge funds are...

What Drives Equity-Bond Correlations?

Stockholm (Ekonamik) - "Investment, over the last 30 years, based on a 60/40 strategy, would have been effective both in terms of smoothing out...

Equities Insights – AMs Warn of Overpriced Stocks

Stockholm (Ekonamik) - "The powerful rebound in stocks since the start of 2019 began from a point of reduced valuations and was fueled by...

Market Instability in Historical Perspective

Stockholm (Ekonamik) - In a recent research note, Winton Capital asks "Are Markets Becoming More Unstable?" After considering a range of markets, the asset...

The Week in Macro

Opportunities and Challenges at the Frontier

Stockholm (Ekonamik) - With forthcoming elections in Europe and in India, we peeked into asset manager's views of frontier markets this week. The news this...

Coming Up – European and Indian Elections, GDP and PMIs

Stockholm (Ekonamik) - The two main events this week will be the elections for the European parliament and the final result of the Indian...

The Asset Managers' Corner

Brazil: Can Bolsonaro Deliver on Reforms?

Article by Art Woo Senior Economist at BMO Capital Markets 29 March 2019 Brazil’s economic prospects have brightened following a...

Will Powell and Poloz Modify Policy Frameworks?

Last November, the Federal Reserve announced that it will review the “strategies, tools, and communication practices it uses to pursue ...

Spring Brake

Ever been rudely interrupted from an idyllic dream, only to face the hard reality of another brutal winter morning, skidding...

Light in the Darkness – a Brighter 2019 for Emerging Markets?

Article originally published by Hermes Investment Management on 28 January 2019. Emerging markets contended with a challenging backdrop in 2018,...

Ahead of the Curve: Pushing the dovish pivot – the US inflation story

Following the US Federal Reserve’s (Fed’s) dovish pivot last month, a significant pick-up in inflation is probably the only development that could justify

2% Yields Forever?

A funny thing happened on the way to higher interest rates—they started moving in reverse three months ago. For instance, ...

Latest Stories

Mandate for Modi, but Whither Reform?

Stockholm (Ekonamik) – India’s Prime Minister Narendra Modi is set to return to power with a strong mandate, following...

Developing Green Bond Safety and Returns

Stockholm (Ekonamik) – “We need to fight climate change everywhere,” insists Alban de Fay, Head of Amundi's Fixed income...

Opportunities and Challenges at the Frontier

Stockholm (Ekonamik) - With forthcoming elections in Europe and in India, we peeked into asset manager's views of frontier...

Frontier Insights – Index Concentration and Frontier Challenges

Stockholm (Ekonamik) - "With the rising importance of emerging markets, increasing interest in frontier markets and fears over advanced...

What’s the Difference Between Frontier and Emerging Markets?

Stockholm (Ekonamik) - Having spent a week considering frontier markets, it has become apparent that one of the most...

Debt Restructuring the Frontier of Ice and Fire

Stockholm (Ekonamik) – At a recent event at the residence of the Icelandic ambassador in Sweden, Fossar Markets introduced...

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