Ashmore's Global Head of Research Jan Dehn investigates the correlation between "headline risk" - both in traditional press and social media - and return on investment in emerging markets, concluding that, for all its faults, the media still serves an important function.
Global growth is decelerating. Policy-makers in developed economies are gearing up for yet more fiscal spending. While fiscal spending may support growth for a short time, and for longer if very carefully applied, it will not change the growth outlook fundamentally. This is because the main reason for slower growth lies elsewhere, namely in gross misallocation of capital on a global scale,…
Jan 10, 2020
With the volume of negative-yielding developed market assets shooting past the USD15tn mark, inflation globally on the wane and downside risks for the Dollar rising, returns for EM fixed income investors are looking to be as strong as ever, argue Ashmore's Jan Dehn and Gustavo Medeiros.
Oct 31, 2019
Donald Trump’s willingness to replace long-term global political planning in favour of short-term political opportunism marks a departure from 70-odd years of US foreign policy. In a nutshell, after a long line of US presidents worked hard to build global political capital and the Trump Administration has now decided to spend it. What does this mean for investors and policy makers in other…
Jul 9, 2019
Having exhausted most monetary policy levers, fiscal stimulus appears to be the ultimate go-to solution for lack of growth in the developed world – but it is often very costly, and tends to stand in the way of deeper, much-needed structural reform. Ashmore's Jan Dehn looks at how this dilemma may be resolved.
Apr 30, 2019