EMSG News and Press, Xtrackers MSCI Emerging Markets ESG Leaders Equity From 07/19/22

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...

The US Dollar has recently shown strength. Inflation is rather high. The geopolitical situation is unstable. This article examines the present state of the American currency and possible effects on it caused by the geopolitical situation. The Dollar is still strong despite h...

Financial markets remained turbulent through Q2 of 2022 as inflationary pressures, interest rate hikes, & ongoing war in Ukraine weighed on investor sentiment, & we've come to accept that the future will likely look different from the past. We now expect U.S. inflation to peak...

Because past hiking cycles differ in length, speed, and the context in which the tightening took place, we investigate the key differences as well as similarities that are likely to be important drivers of performance. Based on the three previous rate-hiking cycles, we believe there i...

Equities would suffer if rate hikes trigger a growth downturn. Europe has the opportunity to create a more sustainable and more resilient version of itself – replacing high dependencies on Russian energy and shedding the image of an “old” economy by accelerating t...

An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? While country risk has so many dimensions to it, there is correlation across the many dimensions, with corruption, poor legal protect...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

In several emerging markets, rates at the shorter end of the curve are trading at the highest levels in 20 years. Several emerging market central banks have tightened policy rates significantly earlier and substantially more than their developed market counterparts. While most eme...

Environmental, social and governance issues will assume greater importance this year, with four trends converging,  analysts at Moody's say.Recovery from COVID will increase focus on social and environmental challenges."Major economies will attempt to integrate their economic recovery an...

The existence of a quality premium in stocks that has been persistent over time, pervasive around the globe and robust to various definitions has been well documented. One of the supposed benefits of ESG investing is that the screens used lead to investing in higher quality companies,...