by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard explains why we see room for a further recovery in emerging market (EM) assets, particularly equities, after an unexpectedly ...Read more Comments Off on The outlook for emerging markets
by Urban Carmel, The Fat Pitch Summary: Fund managers came into 2018 very bullish, with cash levels at 4-year lows and allocations to global equities at 3-year highs. ...Read more Comments Off on By All Indications, US Equities Should Underperform, EM Now Contrarian Long
The big theme running through world markets this week is the continued divergence of US markets and the North American economy from the rest of the world. China ...Read more Comments Off on SIA Weekly: Door Slammed Shut on Emerging Markets, Trade War Escalation
by Ben Carlson, A Wealth of Common Sense Earlier this week I wrote a short history (because there really is no long history) of corrections and bear markets ...Read more Comments Off on Why would you buy emerging market stocks after a 30% decline?
by Stuart Rae, Equities, AllianceBernstein Trade war’s becoming a bigger source of concern amongst investors, particularly in emerging markets, because a lot of those economies are very trade ...Read more Comments Off on EM Stocks in the Time of Trade Tantrums
by Bryce Coward, CFA, Knowledge Leaders Capital Emerging market stocks have taken it on the chin so far in 2018, down 9% and unperperforming the MSCI World Index ...Read more Comments Off on 5 Indicators That Suggest The Selloff In EMs Has Gone Too Far
by Shamaila Khan, Christian DiClementi, AllianceBernstein EM Income, AllianceBernstein Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. ...Read more Comments Off on Emerging-Market Debt: Expect Volatility—and Opportunity
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his talk by saying we’re at a “moment of truth” that ...Read more Comments Off on Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
by Gerald Hwang, Jirisan Capital Do you believe that taking riskier equity exposures should reward you with higher returns? Most finance education is founded on the positive correlation ...Read more Comments Off on What If Higher Risk Leads To Lower Returns?
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points The trade measures enacted and proposed so far do not ...Read more Comments Off on Trade War and Peace: Which Markets Are Most At Risk
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to look in to the emerging markets international space. We will first look at ...Read more Comments Off on SIA Weekly: A Look the Trend in EM Fixed Income and Equities