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Copper Prices Plummet Amid China Virus Fears

The “bellwether” of commodity markets is hitting 6-month lows amid demand-side risks emanating from China.

3 Feb 2020

AXA Sees Greater Investment Opportunities in EM Green Bonds – But ESG Still Needs Improvement

Emerging market green bond investment opportunities are looking increasingly attractive to global institutional investors – but EM issuers still need to continue improving on the ESG front in order to improve global investor penetration, AXA senior economist Irina Topa-Serry says.

3 Feb 2020

Growing Non-OPEC Supply Offsets Rising Demand – National Bank of Kuwait

As trade tensions between the US and China begin to cool – at least for now – oil demand is due to grow at a modest rate of 1.2 million barrels per day, up from a multi-year low of 1 million barrels per day in 2019.

31 Jan 2020

BlackRock Fixed Income CIO: Fed’s Policy Statement “Abnormally Normal”

Rick Rieder, BlackRock’s Chief Investment Officer of Global Fixed Income says that while the Fed’s apparent commitment to continued easing and expansion is reassuring, they may look to rein in some of the ‘plentiful’ liquidity pumped into financial markets in recent years.

30 Jan 2020

Global Interest Rates Outlook: Lower-for-Longer

The underlying factors behind low interest rates are unlikely to change in coming years, meaning that the near-zero yields are here to stay, Moody’s analysis suggests.

28 Jan 2020

Global Soybean Supply to Fall Due to Lower US Production – ABN Amro

Whilst the phase one trade deal brokered between the US and China is only temporary, it is beneficial for sentiment towards agricultural commodities, argues a recent report from ABN Amro.

27 Jan 2020

Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead

The spread of the coronavirus continues and is likely to weigh on risk assets and EM. Most markets in Emerging Asia are closed for all or part of this week due to the Lunar New Year holiday. China has extended the holiday until February 2 as it struggles to contain the virus. The Asian region is just starting to recover from the global trade tensions, and now it must cope with what is likely to…

27 Jan 2020

UN SDGs Offer USD10tn Opportunity to Private Sector Emerging Market Investors

The private-sector sustainability drive will focus around three core infrastructure-focused areas and represents 40% of total funding required to meet the objectives, according to Standard Chartered Bank.

23 Jan 2020

Prime Opportunities in EM, Loans & Inflation-Linked Securities – Neuberger Berman

Emerging market high yield debt, loans, and inflation-linked securities are amongst Neuberger Berman’s top picks within the fixed income space, according to a recent report from the firm’s Asset Allocation Committee.

23 Jan 2020

Iran, Iraq, Libya, Key Geopolitical Risks to Oil Price - PIMCO

The past year has seen a number of geopolitical tensions flare up that could potentially impede oil production in a number of key producing countries, according to a recent note from PIMCO.

21 Jan 2020

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