Currency and Trade War
Emerging markets FX, CNY & the trade war … Peter Marber’s chart for t
Which countries have driven EM equity performance this year?
Which countries have driven EM equity performance this year? Strong oil prices have boosted Russian gains, while current trade rhetoric has lead to volatile Chine
Corporate Bond Market
Corporate bond issuance has continued to grow following the financial crisis. The impending maturity calendar for these securities could present a problem in the case of an economic down
Turkey’s Macro Situation
Turkey: Simon Thorp turns to the charts to analyze the country’s current macro
How to Fix Active Management
Our CMO and Head of Client Group Matt Siegel gave a great speech at the Morningstar Investment Conference on “How to fix active managem
Emerging Market Equity Markets
This year, EM equity markets have stayed in a tight range, making this a tough period for outperformance. Peter Marber charts the broad equity index, MXEF & the Shanghai stock exchange Index, the SHCOMP, to track EM & Chinese stock market p
#NeedtoKnow with Peter Kraus Ep13: Why we are different
Are we just another asset management company? No – here’s why we are completely different. Transcript: Peter: Aperture is a brand new asset management company with a very different value proposition for its clients. We feel that we should only be paid more than our base return – which is equal to the average of
How a Strong U.S. Dollar Affects Emerging Markets
As the dollar stays stronger for longer, emerging market currencies are seeing the effects. Peter Marber analyzes YTD performa
China’s Inclusion into Key Global Bond Indices
How important is China’s inclusion into key global bond indices for the yuan? Today’s insights from our emerging markets analyst Rick Harrell. Transcript: Rick: This month is very important for China’s bond market, because it’s officially entering into the Bloomberg Global Aggregate index. This index inclusion is expected to trigger over $100B of inflows annually.