We began our series of quarterly reports in Q1 2016 with a discussion of political risk during a turbulent period for emerging markets. In this report we return to the subject and comment on the investor’s perception of political risk during more periods of optimism towards emerging markets.
- Posted by Chris Gray Posted on 25 Jul 0 Comments Read More
Insparo held its first round table breakfast seminar on Wednesday 17th of May at the Ivy Soho Brasserie on Venezuela which included insightful dialogue from leading LatAm economists; sell side analysts, other EM managers as well as interested prospective investors. Participants discussed Venezuela’s current political situation, economic pressure, and factors likely to impact a debt
- Posted by Gabriella Du Plooy Posted on 17 May 0 Comments Read More
Economic and political conditions in Venezuela are continuously evolving. This report is a follow-up to our Q3 2016 report that provides an update on recent developments in the country and revised political scenarios for the next 12 to 18 months.
- Posted by Gabriella Du Plooy Posted on 19 Apr 0 Comments Read More
2016 was an eventful year for emerging markets fixed income; investor sentiment witnessed a dramatic reversal following the anxiety reflected in asset prices during January and February. Stronger economic growth, higher commodity prices and low developed market bond yields should be supportive for emerging market bonds in 2017. However, the current economic and political environment
- Posted by Gabriella Du Plooy Posted on 23 Jan 0 Comments Read More
We attempt to answer this question in light of the nation having fallen on hard times. Prior to the latter half of 2014, the government’s overspending and rapid credit growth was overshadowed by the country’s abundance of oil reserves. However, falling in oil prices and shifting global market sentiment exposed the fragility of the country’s
- Posted by Gabriella Du Plooy Posted on 16 Sep 0 Comments Read More
Central banks in the developed world have reaffirmed their commitment to loose monetary policy in recent weeks, driving yields on many government bonds to record lows. Increased allocations to Emerging Market bonds and below-investment grade corporate credit is a logical approach for investors seeking higher yield on their portfolios. In our Q2 Quarterly Report, we
- Posted by Melissa Marshall Posted on 19 Jul 0 Comments Read More
In the recent months there have been a number of high-profile political concerns within the Emerging Markets that have significantly impacted asset prices. For this reason, we have chosen to focus on political risk in our in-depth research report for the first quarter of 2016. We outline our approach to thinking about and managing political
- Posted by Melissa Marshall Posted on 18 Apr 0 Comments Read More
Insparo Asset Management (Insparo), the Emerging and Frontier Market specialist investment manager, today announced the appointment of Alex Morley as COO. Mr. Morley has been promoted internally from Finance Director and proceeds Jon Laidlow, who is moving to Harmonic Capital Partners. Prior to joining Insparo in 2011, Mr. Morley worked at RAB Capital and Augentius
- Posted by Melissa Marshall Posted on 07 Mar 0 Comments Read More