Opinión de experto 

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Informes de mercado (en inglés)

11DIC. 2019

Outlook 2020: Private equity

As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.

Informes de mercado (en inglés)

10DIC. 2019

Informes de mercado (en inglés)

10DIC. 2019

2019

DICIEMBRE

10DIC. 2019

Informes de mercado (en inglés)

Climate disruption: the new normal

As signatories to the Paris Agreement gather in Madrid, we look back at the climate "super year" of 2019 and examine what investors should look out for in the years to come.

09DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: Emerging market equities

Why there is reason to be optimistic on the outlook for emerging market equities in 2020.

09DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: Emerging market debt absolute return

The balance of risk and reward remains attractive in several high yielding EM local debt markets, while EM currencies are well positioned for a strong recovery in 2020.

09DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

06DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: Income

Income seekers may need to adjust their expectations and be prepared to invest for longer and spread their investments more.

06DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: Sustainability

2020 looks set to see climate change become more widely recognised as an investment issue, creating an opportunity for active managers.

06DIC. 2019

Informes de mercado (en inglés)

Outlook 2020: European commercial real estate

Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".