Section
EMEA
19 posts
A Coup in Riyadh
by Bill O'Grady, Confluence Investment Management LLC July 31, 2017 A Coup in Riyadh On June 20th, King…
August 3, 2017
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths Chinaās mid-December Central Economic Work Conference closed today. The government believes…
December 16, 2013
A Rebound in Global Equities
OCTOBER 30 2013 With the U.S. economic expansion entering its fifth year and the global economic picture improving,…
October 31, 2013
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
September 24, 2013