Author: H2o AM

Significant value in emerging market

Vincent Chailley, chief investment officer at H2O Asset Management, outlined his views on several economic indicators, as well as proposing a diversified portfolio of positions based on discounted assets, good yields and improving risk profile during an interview with Delano.

Another boost to reflation

The dramatic war in Ukraine has been a major disturbance to world peace, a reminiscence of the cold war everyone could have hoped was behind us for good. It has also been a major headache for investors, left guessing the consequences of this conflict in a globalised world where every country needs other countries!

Emerging Market Currencies: Still a good investment

In 2022, the growth of emerging economies has shown resilience despite strong headwinds: i) The Russia-Ukraine war; ii) the Chinese slowdown due to Covid restrictions; iii) Core rates tightening to combat inflationary pressure.