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Video: Emerging Markets Outlook 2022

December 20, 2021

Video: Emerging Markets Outlook 2022

Region:
International
dbInSights - public
Analyst:
Sameer Goel
Watch video PDF 217k
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [more]

More documents about "International"

417 (169-180)
    

Video: Outlook for European Banks 2022

December 6, 2021
Region:
International
Analyst:
Benjamin Goy
dbInSights - public
170
Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022. [more]

After COP 26 – the burden shifting to corporates?

November 16, 2021
Region:
International
Analyst:
Luke Templeman
dbInSights - public
174
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]

Barrelling back to stagflation?

November 11, 2021
Region:
International
The House View - Snapshot
175
The short-term growth outlook has weakened amidst supply-chain issues and an energy shock that has boosted inflation. But there is still major fiscal support, whilst vaccines and other medicines will help against Covid.

If inflation proves even higher than anticipated, that could lead to tighter monetary policy that knocks growth off course. [more]

Speeding Into The Curve

November 8, 2021
Region:
International
Analyst:
Jose Gonzalez
dbInSights - public
176
Jose Gonzalez, Quant Strategist discusses a recently published study on the topic of Commodity Curve Investing; uncovering two crucial term-structure characteristics 1) the commodity curve shows significant momentum patterns 2) recent slope moves contain information about future price changes for an example. Systematic investors can exploit these phenomena through two quant strategies: Curve Momentum and Curve Spillover Momentum. [more]

After COP 26 – the burden shifting to corporates?

November 2, 2021
Region:
International
Topic:
Sustainability
Analyst:
Karthik Nagalingam, Luke Templeman, Olga Cotaga
Thematic Research
178
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]

Are we at an inflection point for a major advance in ESG fund launches?

September 28, 2021
Region:
International
Topic:
Sustainability
Analyst:
Brian Bedell
dbInSights - public
179
With demand for ESG products & solutions remaining strong, and asset managers advancing their ESG capabilities, we see asset managers bolstering their dedicated ESG product line-ups at an accelerating pace. We recently caught up with management teams across our coverage of US based traditional asset managers about their recent & planned ESG product launches, perspectives on client demand, as well as their current range of ESG products. [more]

Curious side effect to pandemic?

September 20, 2021
Region:
International
Analyst:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
180
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then? [more]
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