Russia may not win the World Cup, but could outperform other emerging markets. Raiffeisen Capital Management’s Angelika Millendorfer states that Russian equities are a much better bet than what the bookies are offering.Read more here
World Cup 2018 Investment ‘Hotshots’
Brazil, Spain and Russia – three countries hotly tipped to win the 2018 World Cup.
But will investors in these countries also be winners? Below are a series of investment briefings from fund managers Funds Europe have chosen with expertise in some of the various participating countries and regions of the 2018 Russia World Cup…start placing your bets!
Saudi Arabia may have lost against Russia in the first World Cup match, but their winning streak that is reforming their economic & social fabric has only just begun! Emirates NBD Asset Management’s Salman Bajwa explains in more detail.Read more here
Aside from qualifying for the 2018 World Cup, what do Japan, Korea and Australia have in common?
One answer is that their economic and market performance is heavily dependent on China, writes Joe Little, chief global strategist at HSBC Global Asset Management.
Spain has swallowed its medicine… Similar to Italy, Spain has experienced shock waves recently from the no-confidence vote that forced Prime Minister Rajoy to step down, writes Hartwig Kos, co-head of multi-asset at SYZ Asset Management (Europe) Ltd.Read more here
Brazil and Argentina are understandably among the favourites to win the World Cup, and despite their economic and political challenges, they still remain the favourite LatAm overweight positions for EM bond investors, writes Anthony Simond of Aberdeen Standard Investments.Read more here