Profound geopolitical and macroeconomic shifts are bringing Emerging Market Debt (EMD) back into focus—raising fresh questions about portfolio construction, strategic exposure, and the role of

In the landscape of ‘global’ active equity strategies, the pendulum has—slowly but surely—swung toward strategies that span both developed and emerging markets. Yet how credible are these broader

New manager research from bfinance reveals the proliferation of ‘Emerging Markets ex-China’ equity strategies. This is now becoming recognised as a distinct segment within the equity management

bfinance’s quarterly report in August 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

bfinance’s quarterly report in May 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

With fixed income investors now looking towards ongoing—and performance-eroding—rises in interest rates, Asian USD bonds are drawing focus. These have, over time, demonstrated a persistent

Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of

Emerging Market Debt indices staged a significant drop in February. Active managers should have provided some protection against the damage—the average strategy was already underweight Russia at

bfinance’s quarterly report in February 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

China A-Shares and All Shares equity managers broadly failed to outperform falling markets in the third quarter of 2021 – a disappointment that may surprise onlookers, given that active managers

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

Amid the escalating US/China trade war, no asset class has endured more collateral damage than Chinese equities. Yet active managers have delivered stronger results. This brief research note

Struggling for yield in a Covid 19-challenged world, investors are exploring China’s deep and diverse bond market. As structural impediments to onshore investment fall, foreign capital inflows

Investors are reassessing their approach to investing in Chinese equities, supported by an evolving range of asset management offerings.

In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in

On April 22nd, more than 300 investors around the globe joined the bfinance research team (virtually) for a session dissecting manager performance through the crisis so far.

The long-running hunt for yield rolls on into an increasingly volatile 2020, with yields on safer fixed income now at or close to five-year lows.

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

In what is rapidly proving to be annus horribilis for emerging market equities, October brought the most painful month of the year so far as the MSCI Emerging Markets index fell by 8.7% in USD

Have enhanced (active) currency overlays outperformed static currency hedging in recent years? Based on our most recent manager analysis the answer appears to be “yes.”