Section
Emerging Markets
418 posts
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
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...
Global ETF trends to watch in 2025
by Jason Xavier, Head of EMEA & Asia ETF Capital Markets, Franklin Templeton Jason Xavier, Head of EMEA…
Emerging market tech firms play a key role in the AI story
by Justin Leverenz, CFA, Chief Investment Officer, Developing Markets Equities, Invesco Key takeaways An evolving story. - We’re…
Reflections From Asia
This year's venture to Asia was informative and delicious. by Carl Tannenbaum, Chief Economist, Northern Trust One of…
Is It Time for Emerging Markets?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The normal narrative for encouraging investors to look at…
What’s right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
Emerging markets: Positive signs even as China slows
by F. Chapman Taylor, Lisa Thompson, Brad Freer, and Kent Chan, Capital Group The post COVID-19 era has…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
Dimensions & Insights: The US$1.7 trillion economic bloc that many miss
by Regina Curry, Chief Diversity Officer, Franklin Templeton Filling consumers’ needs can bridge communities with entrepreneurs and companies,…
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. In an article last July about China,…
Beware of the “obvious” trade
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Fortune actually does favor the brave Plenty of pundits…
Deglobalization, Inflation and What It Means for Emerging Markets
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. As economies increasingly diverge during deglobalization, so…
Q2 2022 Fixed Income Survey: Major central banks turn hawkish
by Adam Smears, Russell Investments In this latest survey, 59 leading bond and currency managers considered valuations, expectations…
