The US dollar is currently strong, but economic weakness, minimal rates and a large and rising debt burden could cause it to weaken. How will that affect how asset owners invest?
Asian emerging markets are experiencing volatility even before the US presidential election in November. Five experts discussed how a Trump or Biden win could affect EM equities.
Norway’s sovereign fund allocates 3.1% of its $1 trillion to China, up from 2% in 2016. Head of external strategies Erik Hilde explains how it invests there and in other emerging markets.
An investor sentiment survey by Bank of America Securities reveals investors are regaining enthusiasm for emerging markets and predicts a potential sustained rebound.
The emerging markets fund manager has reduced headcount and handed back its licences in Hong Kong in the face of economic uncertainty. But it retains a research function in the city.
Asia Pacific investors plan to allocate more to Chinese bonds over time, but emerging markets look set for a rocky 2020 in light of the pandemic and renewed US-China squabbling.