How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
Politics
-
-
PA ANALYSIS: How will markets be impacted by the rise of the populists?
As Donald Trump goes through the remaining box ticking exercises required to clinch his now inevitable nomination to run for President of the United States, populists and nationalists around Europe are gaining ground.
-
BlackRock on Brazil: “If not now, then when?”
A double whammy of political change and an upswing in commodities is a huge boost for the investment case for Brazil, according to BlackRock’s Will Landers.
-
India “moving in the right direction” – Mirae
India remains a favourite among emerging markets as political reforms are moving the country in the right direction, according to Mirae Asset Global Investments.
-
Dilma’s potential impeachment stirs mixed feelings about Brazil
As court proceedings against President Dilma Rousseff gain momentum in Brasilia, it seems that Brazil’s political “clean-up” is playing differently in investors’ minds.
-
Economic arguments around Brexit impact are ‘bogus’ – Woodford
Neil Woodford has said he believes the United Kingdom’s economy would not be adversely impacted by leaving the European Union, with temporary currency weakness the only real issue.
-
PA ANALYSIS: Argentina’s new dawn?
It has taken some time, but it appears that the Argentine electorate may finally be tiring of socialism.
-
Star uk managers weigh in on election aftermath
The initial market reactions to the surprisingly strong victory for the Tories in what was touted as the closest election in a generation were positive, Sterling strengthened, markets rose and inboxes flooded with commentary.
-
Cyclicals, sterling early winners as uk markets jump on tory win
The FTSE 100 spiked briefly through 7,000 points on Friday and sterling strengthened as investors woke to news that the Conservative party had beaten even the most optimistic expectations.
-
UK election crib sheet – what each outcome means for markets
As soon as everyone came back after Christmas pre-General Election hysteria kicked in, with all the retracted and regurgitated promises, opinion polls and policy bashing that we have come to expect.
-
Market may be mispricing election risk – Russell Investments
The market may be incorrectly pricing the uncertainty resulting from the upcoming United Kingdom election, according to Nick French, head of UK Wealth Management at Russell Investments.
-
Heptagon Capital converts fund to long-only
Heptagon Capital has announced the conversion of its Helicon Fund to a global long-only equity vehicle.