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Articles by Erik Lueth
Una nueva perspectiva sobre los mercados emergentes: economías avanzadas a la vista de todos
Erik Lueth, Global Emerging Market economist, presenta otro punto de vista a la hora de ver a los mercados emergentes como segmento de inversión, basado en la riqueza de los distintos segmentos poblacionales. Comentario patrocinado por la División de Gestión de Activos de L&G. Regístrate en FundsPeople, la comunidad de más de 200.000 profesionales del mundo de la gestión de activos y patrimonios.
US inflation: Running hot
US core inflation has reached its highest rate since the early 1990s. We think underlying inflation is building, but for now the transitory narrative remains intact. May produced another upside surprise for US core inflation. Yet it’s a heavily consensus view that this is a transitory jump in the areas affected by temporary supply disruptions and reopenings.
turmoil in Washington and Joe Biden’s first 100 days
After Trump loyalists stormed the US Capitol building, we discuss the president elect’s near-term priorities, from the pandemic to national unity. At noon on 20 January, Joe Biden will be inaugurated as the 46th US president, only two weeks after supporters of his predecessor, Donald Trump, stormed the Capitol building, disrupting a joint session of Congress. Clearly these circumstances, and the larger than average differences between both men, make this transfer of power more important than most.
Here we go again
Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips and move towards selling equities when they strengthen. There are plenty of times when you wish you had kept your mouth shut rather than making a market prediction. But sometimes you kick yourself for not committing an expectation to writing.
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