Section
Brazil
412 posts
Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
ERJ's Sky-High Run Ends—Here’s What the Charts Say Now
by SIACharts.com Today in our Daily Stock Report we are going to look at Embraer S.A. ADR. This…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Growing List—and Politicization—of BRICS and Friends
by Quincy Krosby, PhD, Chief Global Strategist, LPL Financial The BRIC acronym, without the “S,” was introduced in…
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Larry McDonald: Beware of the Fed's Pawns
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From China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging Market Drivers
Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make…
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
What Brazil’s Troubles Mean for Emerging Markets
What Brazil’s Troubles Mean for Emerging Markets by Morgan Harting, Shamaila Khan, Christian DiClementi, Fixed Income, AllianceBernstein A…
SIA Weekly: EEM Outperforming EFA, and Brazil is Strong
by SIACharts.com For this week's edition of the SIA Equity Leaders Weekly, we are going to re-examine the…
SIA Weekly: What's Up with Brazil?
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to re-examine two Brazil…
SIA Weekly: Brazil Turnaround?
SIA Weekly: Brazil Turnaround? by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to look…
Brazil's Stock Market has had a Miserable Five Years
Brazil's Stock Market has had a Miserable Five Years by Tiho Brkan, The Short Side of Long Source: Short…
The Great Emerging-Market Bubble
The Great Emerging-Market Bubble by Bill Emmot, Project Syndicate LONDON – Something has gone badly wrong in the…
Deglobalization Redraws the Investment Map
by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the…
