by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity benchmark by about 35% and have outperformed in eight of ...Read more Comments Off on International Equities are En Vogue, and Could Stay That Way
Why EM? Why now? by Jeff Feng, Head of Emerging-Markets Equities, Invesco Hong Kong Ltd., Invesco Canada I’ve said it before, and I’ll say it again: I believe investing ...Read more Comments Off on Why EM? Why now?
by Charles Roth, Thornburg Investment Management India has implemented measures that combined should generate a surge in economic growth, corporate earnings, and double-digit annualized stock returns over the ...Read more Comments Off on As India Crosses the Digital Divide, a New Era of Investment Opportunities Dawns
Sep.21 -- Yale University Senior Fellow Stephen Roach discusses S&P's downgrade of China's sovereign credit rating. He speaks on "Bloomberg Surveillance." - (2:04) Stephen Roach on China's ...Read more Comments Off on Yale's Stephen Roach Says China Has a Debt Problem
by Carlos Hardenberg, Senior Vice President and Managing Director, Franklin Templeton My colleagues and I have been actively speaking about the evolution taking place in many emerging markets ...Read more Comments Off on Emerging Markets in the Digital Age
by Shamaila Khan, Christian DiClementi, Emerging Market Debt, AllianceBernstein Afraid you’ve missed the rally in emerging-market (EM) assets? Don’t be. Responsible policies and pragmatic politics have taken hold ...Read more Comments Off on The Emerging-Market Rally Is Far from Over
by Laurent Saltiel, Naveen Jayasundaram, AllianceBernstein Equity investors are increasingly focused on short-term results. In an impatient marketplace, investors can discover powerful sources of returns in emerging-market (EM) ...Read more Comments Off on Patience Pays in Emerging Equities
Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the biggest IPO in world history and what it will mean for the region and for markets. ...Read more Comments Off on The Biggest IPO in World History is Coming: What Does It Mean?
by Ben Inker, GMO LLC Emerging Value and Margin of Superiority Why would a value manager buy more of an asset that has just gone up? Long-time GMO ...Read more Comments Off on GMO: Emerging Value and Margin of Superiority