![Emerging Markets: How to unlock the next wave of returns](/sites/default/files/styles/583x300/public/2021-02/2018-02-12---Emerging-market---slider.jpg?h=a4cec33c&itok=bpYkjDdl)
![Emerging Markets: How to unlock the next wave of returns](/sites/default/files/styles/583x300/public/2021-02/2018-02-12---Emerging-market---slider.jpg?h=a4cec33c&itok=bpYkjDdl)
29/10/2019
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Emerging Markets
Emerging Markets Charts & Views - A tug of war between weaker growth and looser policies
Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global trade.
![Emerging Markets: How to unlock the next wave of returns](/sites/default/files/styles/583x300/public/2021-02/2018-02-12---Emerging-market---slider.jpg?h=a4cec33c&itok=bpYkjDdl)
05/08/2019
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Emerging Markets
Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario
The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment for Emerging Markets (EM) assets.
![insights-papers-2019-08-Slider.png](/sites/default/files/styles/583x300/public/2021-01/insights-papers-2019-08-Slider.png?h=a4cec33c&itok=LRuJPTs7)
02/08/2019
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Fixed Income
Seek high yield opportunities, but be aware of liquidity conditions
Speculative grade bonds have been among the major beneficiaries of the rapid turn of both Fed and ECB monetary policy stances to much more dovish positions.
![Emerging-Markets-Vulnerability-and-contagion-risks.png](/sites/default/files/styles/583x300/public/images/2021-01/Emerging-Markets-Vulnerability-and-contagion-risks.png?h=a4cec33c&itok=EmXJ5zrH)
01/07/2019
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Asset Allocation
Emerging Markets
Emerging Markets: Vulnerability and contagion risks... Fragile vs. anti-fragile countries
This article is aimed at analysing contagion within the emerging world in the past decades
![2019.05-High-Yield.png](/sites/default/files/styles/583x300/public/images/2021-01/2019.05-High-Yield.png?h=a4cec33c&itok=u2f1zJcv)
23/05/2019
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Fixed Income
High Yield: Oasis in search for yield?
Since early 2016, US HY default rates have experienced a sort of “mini –cycle”, peaking at the end of 2016.
![2019.02-CIO-Insights-Facing-liquidity-dilemma-EN.png](/sites/default/files/styles/583x300/public/images/2021-01/2019.02-CIO-Insights-Facing-liquidity-dilemma-EN.png?h=4a6d50a9&itok=Ca9SvbyY)
25/02/2019
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Fixed Income
How investors should deal with the liquidity dilemma
The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great financial crisis and it is resurfacing in this late financial cycle phase.
![2018.11-Insights-Paper-Us-markets.jpg](/sites/default/files/styles/583x300/public/images/2021-01/2018.11-Insights-Paper-Us-markets.jpg?h=a4cec33c&itok=v_S1pDBm)
14/11/2018
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Fixed Income
Equity
What lies ahead for the US economy and markets?
The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.
![2018-10-22-Corporate-earnings-in-2019.png](/sites/default/files/styles/583x300/public/images/2021-01/2018-10-22-Corporate-earnings-in-2019.png?h=a4cec33c&itok=TrPl5Ydw)
22/10/2018
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Equity
Corporate earnings in 2019: A fading momentum is in store!
After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019.
![Working-paper.jpg](/sites/default/files/styles/583x300/public/images/2021-01/Working-paper.jpg?h=a4cec33c&itok=_uIvXOlm)
27/09/2018
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Asset Allocation
Robust Asset Allocation for Robo-Advisors
Robust Asset Allocation for Robo-Advisors