| Video de opinión • 01-feb-2022 | |
Información actualizada sobre los mercados emergentes – con Vishal Gupta
Vishal Gupta
Vishal Gupta, gestor de carteras de Emerging Markets Leaders, analiza oportunidades de crecimiento nacional de China e ideas de localización en India.
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| Video de opinión • 31-ene-2022 | |
Información actualizada sobre los mercados emergentes – con Vishal Gupta
Vishal Gupta
Echando la vista atrás a 2021, Vishal Gupta, gestor de carteras de Emerging Markets Leaders, comparte su selección de temas, analiza cifras de rentabilidad y aborda cuestiones ESG.
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| Market Pulse • 13-jul-2021 | |
Más allá de la diversificación: por qué invertir en fondos multiactivo de gestión activa
Andrew Harmstone,
Manfred Hui
A nuestro juicio, existen dos maneras fundamentales de gestionar adecuadamente una cartera multiactivo: una es que el gestor sea verdaderamente activo; la otra, que administre atendiendo a un objetivo de volatilidad, no a un índice de referencia.
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| Market Pulse • 30-jun-2021 | |
The Policy Puzzle: Procyclical or Countercyclical
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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| Market Pulse • 29-jun-2021 • 4:29 Min | |
Why the Commodity Boom Can Last
Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity Team, thinks the recent surge in commodity prices has years to run.
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| Market Pulse • 25-may-2021 • 12:00 Min | |
Fixed Income Update with Kevin Lynyak
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| INSIGHT VIDEO • 17-may-2021 | |
Emerging Leaders for the Next Decade
Vishal Gupta
Interview with Vishal Gupta, portfolio manager for the Emerging Leaders strategy.
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| Market Pulse • 05-may-2021 • 4:54 Min | |
Five Reasons To Be Bullish on the American Consumer
Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity team, outlines her five reasons to have confidence in the American consumer.
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