Gone is the dynamic growth that propelled Latam as one of the top performing
asset classes between 2010 and 2012. Just as western economies were
attempting to regain their footing, following the 2008 financial devastation,
South American economies were on a roll...
Bullish on Stocks, Dollar, Volatility and Real Estate Opportunities to Be Found in Commodities and Emerging Markets
African equities are perceived to be very risky. But the surprise conclusion of new Robeco research is that the volatility of African equities overall is lower than in the other emerging markets regions.
Credit Suisse has generated a list of 9 investment ideas for 2015, packaged in 4 broad themes designed to help you generate more value for your money: "developed equities take center stage", "pathways to yield", "the winners from lower commodity prices" and "growing value capture in the IT sector".
According to Société Générale's cross asset research team, there are two types of value investor: patient value investors, who seek to benefit from compounding above-average dividend yields offered by quality companies;
and brave value investors, who seek to gain from a share price recovery in companies currently discounted by the market...