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Growth is productivity dependent Productivity, across the globe, has been declining. In the US, for instance, pre-Lehman productivity was 2%+. The collapse of the Lehman Brothers occurred in 2008. Before that, productivity in the US has largely remained above 2%...
Warnings for a secular bear bond market For some time now, Bill Gross of Janus Capital (JNS) has been expressing his concern over the coming of a probable bear bond market. In his January investment outlook, Gross talked about the...
Successful bond issues Emerging market debt has been garnering sizable demand from global investors. Emerging and frontier markets have been successful in tapping international investors for money over the past year. Nigeria, Argentina, and Indonesia have seen their issuances succeed,...
Record pace of emerging market debt In this series so far, we’ve talked about the run up in emerging market equities and some currencies in YTD 2017. Along with the two, investors have been lapping up emerging market bonds as...
Dollar is “too strong” US President Donald Trump is of the opinion that the dollar (UUP) “is getting too strong.” He expressed his opinion while in conversation with The Wall Street Journal.He went on to express that “I think our...
Emerging markets equities Even in the face of trade protectionism related worries, emerging markets equities have done spectacularly in 2017 thus far. Until April 14, the MSCI Emerging Markets Index has risen 11.4%. The graph below shows the performance of...
The best and worst frontier markets to invest in for 2017 Frontera recently spoke to James Bannan, Frontier Markets Fund manager at Coeli Asset Management. Coeli’s frontier market equity fund currently had a total of $322 million worth of strategic...
A variety of key indicators point to emerging markets real estate as an increasingly attractive investment strategy. After a period of considerable adversity during the subprime crisis in 2008-09 — which was largely a product of speculative borrowing in the...
Introduction: Trump Changes Everything What a difference an administration makes. In the last, dying days of the presidency of Barack Obama, US-Saudi ties—long a mainstay of American foreign policy—seemed to hit an all-time low. Whether the issue was Congress probing...
Introduction All economies naturally go through business cycles. Central bankers are supposed to limit the amplitude of business cycles using monetary policies, while fiscal authorities are supposed to ensure that debt stocks are kept in check and that reforms are...
Frontier markets are less sensitive to a US-China trade war Over an interview with Asha Mehta, SVP and portfolio manager at the $80 billion Acadian Asset Management, we discussed the likely impact of a probable US-China trade war.While declining to...
3 global themesFrontera recently interviewed Asha Mehta, Senior Vice President and Portfolio Manager at Acadian Asset Management. The firm currently has over $82 billion worth of assets under management. Acadian’s frontier markets equity fund is heavy on the materials...

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