ROAM News and Press, Hartford Multifactor Emerging Markets

2024-07-18 07:20:00 ET Summary Emerging market economic growth was sustained at a solid pace in June, despite easing from the one-year high seen in May. Further improvements into the second half of 2024 were also hinted by forward-looking order book indicators, albeit with the lik...

2024-07-17 08:12:00 ET Summary Geopolitical conflicts are multiplying, and the spectre of recession is omnipresent in Europe and the United States. We’re in the early stages of an AI revolution, and investment spend on everything related to its buildout is at levels not see...

2024-07-13 05:20:00 ET Summary Emerging market capital flows have remained largely resilient in the face of global monetary tightening, even as global capital flows have fallen. We know that rapid monetary tightening in the US and a strong dollar can lead to sudden capital flight ...

2024-07-09 07:55:00 ET Summary Developed market central banks are starting to cut policy rates. U.S. stocks hit a fresh record high and 10-year U.S. Treasury yields slid last week after U.S. jobs data showed moderating wage growth. We watch the U.S. CPI data for June this week...

2024-07-04 10:55:00 ET Summary The global economy moved along as expected, with some slowing but not enough to trigger a recession. We view the slowing as positive, contributing to disinflation and bringing economies back into balance. Rate cuts have begun in key markets, with...

2024-07-03 03:35:00 ET Summary Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors. In total, it manages over $600 million of assets across...

2024-07-03 03:20:00 ET Summary Emerging market equities are still struggling, but weak investor sentiment may be creating a favorable backdrop for stock pickers. Global enthusiasm for artificial intelligence has not passed over EM countries. In fact, many EM companies manufacture ...

2024-06-19 06:45:00 ET Summary Large-cap U.S. equities are expensive relative to their history, but that doesn’t mean that there is no opportunity for investors, says Melda Mergen, global head of equities. Performance in the marketplace was mostly supported by earnings grow...

2024-06-12 04:05:00 ET Summary Emerging market economic growth accelerated midway through the second quarter of 2024, according to PMI survey data. Intensifying cost pressures was a continuing theme for emerging markets, however, even though the rate of cost inflation paled in com...

2024-06-10 15:55:00 ET Summary The seasonally adjusted Global PMI New Export Orders Index posted 50.6 in May, unchanged from April. The service sector continued to register a stronger rate of export business expansion compared with manufacturing according to May PMI data. Alth...