From Stephen Pope, Managing Partner, Spotlight Ideas Spotlight Ideas bullish on global economy in 2014. Confident central bank policy will stay accommodative as supporting the recovery is the best way to engineer a return to a more normal monetary policy. The only cloud seen is that still posed by the Eurozone. […] Read more »
Underperformance of Emerging Markets Assets to Continue
By Maarten-Jan Bakkum, Senior Emerging Markets Strategist at ING Investment Management Emerging markets have had a rough time recently. Over the past two and a half years, their economic performance has stayed behind that of developed markets. The debt crisis has led to meaningful change in the US and Europe. In the US, the banking […] Read more »
Positive Prospects For Global Equities in 2013
By Virginie Maisonneuve, Head of Global and International Equities, Schroders Global equities are very attractively valued and we are positive for their prospects in 2013 as the global economy normalises. Progress in Europe, the end of China’s growth slowdown and continued momentum in the US economic recovery will support global equities. Longer-term investors must position […] Read more »