Emerging Markets Focus
Expanding the Opportunity Set: Total EM Investing
Alexander Kozhemiakin of Standish and Sean Fitzgibbon of TBCAM discuss the potential risk and return benefits of expanding country diversification in emerging markets investing by combining exposures to equity, bond and currency markets in a holistic approach.
EM Bond Opportunities Withstand Political and Inflation Uncertainty
Amid unrest in the Middle East and concern about inflation risk, Standish's Alexander Kozhemiakin remains positive about the prospects for local currency EM sovereign bonds as an asset class. He recently discussed the importance of monitoring geopolitical risk in emerging markets (EM) as well as putting EM inflation risk in the proper context.
Emerging Markets Go Micro: EM Investing Amid Margin and Inflation Issues
TBCAM's Andrea Clark argues that the risk trade in emerging market equities of the last two years is evolving into a more selective approach to investing. Amid inflation and corporate profit margin issues, she says that many emerging markets are facing challenges that might have a strong impact on individual company performance.
Life in the Time of Debt: Opportunities and Risks in an Age of Global Rebalancing
Investment professionals from across BNY Mellon Asset Management's global boutiques share their independent perspectives on the future of markets and economies in a historic period of global deleveraging, rebalancing and resetting.
China's Changing Workforce Creates Problems and Opportunities
The recent labor unrest in China highlights significant demographic changes in China's workforce, which could have important implications for new growth areas and investment opportunities.
China's 2020 Vision
Hamon Investment Group survey what they consider will be the most significant investment opportunities in China over the next decade.
