Foreign money flooded back into emerging markets in late March, inspired by dovish noises from the US Fed, and the oil price recovery to the US$ 40 mark. A meeting of major oil producers on April 17th, may lead to production cuts. However, we scaled back on our...
Looking back at the past two decades, we can pick and choose numerous economic crises or market crashes that have re-shaped the global financial sector and fund industry to what it is today, ranging from the Asia FX crisis, the LTCM debacle, the dotcom bubble, the...