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Dec 6, 2024 | 
pwmnet.com | Alexander Hart |Ali Al-Enazi |Sammy Suzuki |Arthur Budaghyan
The underlying strength of Japan’s economic recovery, driven predominantly by the private sector, remains robust. Analysing Japanese equities while living in Tokyo, I've had a front-row seat to witness the country’s economic saga, spanning nearly 30 years of low inflation and deflation. During this period, Japan has cultivated companies capable of growing sales, profits and market capitalisation at rates significantly outpacing the national economy.
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Nov 14, 2024 | 
fundssociety.com | Sammy Suzuki
Las acciones de mercados emergentes dan señales de vida ante la aparente mejora de los beneficios. ¿Dónde pueden buscar los inversores? Estos valores han ofrecido rentabilidades inferiores a las de los mercados desarrollados durante buena parte del último decenio. Sin embargo, ciertas tendencias muestran un panorama más prometedor que el que pintan los titulares.
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Nov 7, 2024 | 
pwmnet.com | Justin Onuekwusi |Shannon Saccocia |Elisa Trovato |Sammy Suzuki
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy. Note: these selections were made before the outcome of the US election was known. Benjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“Inflation is close to the central bank’s target, and the job market is normalizing without collapsing.
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Oct 24, 2024 | 
pwmnet.com | Sammy Suzuki |Arthur Budaghyan |Charlie Jewkes |Norman Villamin
Emerging market equities have lagged their developed market counterparts in recent years, but are we in line for a change? Opportunities: by Sammy Suzuki, head emerging markets, AllianceBernsteinEmerging market (EM) equities have lagged developed market (DM) stocks over much of the past decade. But some trends look more promising than headlines would suggest. Earnings revisions for EM equities are finally beginning to look up, particularly in the technology and consumer-discretionary sectors.
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Oct 2, 2024 | 
advisorperspectives.com | Sammy Suzuki
Emerging-market (EM) equities have lagged developed-market (DM) stocks over much of the past decade. But some trends look more promising than the headlines would suggest. Earnings revisions for EM equities are finally beginning to look up, particularly in the technology and consumer-discretionary sectors. We believe an improved earnings picture could point to long-term opportunities for EM equity investors in five key areas. 1.
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Oct 1, 2024 | 
advisorpedia.com | Sammy Suzuki |Alliance Bernstein
Written by: Sammy Suzuki, CFA
Emerging-market (EM) equities have lagged developed-market (DM) stocks over much of the past decade. But some trends look more promising than the headlines would suggest. Earnings revisions for EM equities are finally beginning to look up, particularly in the technology and consumer-discretionary sectors. We believe an improved earnings picture could point to long-term opportunities for EM equity investors in five key areas.
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Aug 21, 2024 | 
trustnet.com | Sammy Suzuki |Alliance Bernstein
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors. Emerging-market (EM) equities are still struggling. But weak investor sentiment may be creating a favourable backdrop for stock pickers. With the right mindset, investors can discover promising EM businesses that aren’t tethered to the fortunes of developing-world economies or markets.
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Jul 2, 2024 | 
advisorpedia.com | Sammy Suzuki |Alliance Bernstein
Written by: Sammy Suzuki, CFA
Emerging-market (EM) equities are still struggling. But weak investor sentiment may be creating a favorable backdrop for stock pickers. With the right mindset, investors can discover promising EM businesses that aren’t tethered to the fortunes of developing-world economies or markets. There’s no shortage of unsettling EM news these days. China is coping with lackluster economic growth.
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Jun 30, 2024 | 
advisorperspectives.com | Sammy Suzuki
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors. Emerging-market (EM) equities are still struggling. But weak investor sentiment may be creating a favorable backdrop for stock pickers. With the right mindset, investors can discover promising EM businesses that aren’t tethered to the fortunes of developing-world economies or markets. There’s no shortage of unsettling EM news these days. China is coping with lackluster economic growth.
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Feb 8, 2024 | 
advisorperspectives.com | Sammy Suzuki
Emerging-market equities have a bad rap. But a lost decade may have set up promising conditions for a recovery. After a difficult year in 2023, we’re seeing signs that a recovery may be brewing for emerging-market (EM) equities. For investors to regain confidence, it’s important to revisit some common assumptions about EM stocks with a critical eye. It’s easy to understand why investors are struggling to warm to EM.
