The Brazilian economy is in dire straits. However, if the government moves forward with fiscal austerity, the economic and political crisis can be overcome, thinks portfolio manager Daniela da Costa-Bulthuis. Crumbling political support could certainly still throw a spanner in the works though.
Nomura, Asia's global investment bank, today announced that
Nomura Institute of Capital Markets Research (NICMR) will enhance the Group's financial and capital markets research capabilities in Asia with a special focus on ASEAN countries.
According to Sebastian Thomas, Head of US technology research and portfolio manager at Allianz Global Investors, artificial intelligence, robotics, self-driving cars, biotechnology, targeted medicine and many other innovations will ultimately impact all facets of our society. He believes successful investing in technology markets requires not only a deep understanding of the technology itself, but a careful consideration of
these social factors as well.
After years of market expansion across global equities and strong returns for many fixed-income sectors, are there still value opportunities out there? Or does it all look pricey?
Four investment experts from across Natixis Global Asset Management share their views on valuations, where they see the best relative value today and a few remaining bargain spots.
Dividends are a key driver of performance when real interest rates are low; European equity dividends are the most attractive internationally Norway and Spain offer the highest dividend yields, with German shares in the midfield