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Macro advisory forum

Geopolitical Dynamics at Play in Emerging Markets

 

Pioneer Investments’ latest Macro Advisory Forum brought together Pioneer’s investment professionals and three top analysts from Trusted Sources, a leading independent provider of investment research on emerging markets, to discuss geopolitics and EM. Here, we present a summary of the insights offered by Jonathan Fenby, Managing Director, China Research, Larry Brainard, Chief Economist and Managing Director, and Christopher Granville, Managing Director, Russia/FSU Research along with the key investment topics that emerged in the debate.

Perspective

Summer Turmoil: No Reason to Panic, But Keep A Defensive Stance 

 

In the latest Investment Talks, our Group CIO, Giordano Lombardo is commenting on recent market turmoil. We believe that market volatility is here to stay for the coming months and, therefore, we suggest to maintain a very cautious stance in the investment strategies. However, for those investments that in anticipation of the market turmoil have reduced materially the risk exposure, we believe that the recent market correction could provide some opportunities to rebuild risk exposure at cheaper prices. At this stage we don’t see reasons to change our constructive view on companies with solid fundamentals, mainly exposed to the developed domestic markets. 

 

News

Pioneer Investments wins Fixed Income manager of the year award for second consecutive year

 

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