Emerging economies’ recoveries are lagging as slow vaccinations undermine confidence and government interventions have supported economies at the expense of debt-to-GDP ratios but current account surpluses offer a buffer for now.
New research with 150 European institutional investors and wealth managers who have a combined AUM of $292.8 billion, highlights the growing importance of China’s fixed income market, with 63% expecting foreign investment into the asset class to increase in Q1 2021, compared to Q4 of 2020.
The chief investment officer Guy Wagner from BLI- Banque de Luxembourg Investments walks you through several rotations that have been observed within the equity markets.
In this article, Janus Henderson’s managers, Andrew Kaleel and Mathew Kaleel, discuss recent upward movements in commodity markets. Is it time for commodity markets to emerge?