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,…
March 1, 2023
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,…
February 12, 2023
Beware of the “obvious” trade
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Fortune actually does favor the brave Plenty of pundits…
January 17, 2023
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…
December 14, 2022
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…
July 10, 2022
Larry McDonald: Beware of the Fed's Pawns
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May 12, 2022
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
December 10, 2021
Can Emerging Market Countries Be Held to the Same ESG Standards That Developed Markets Are?
by The editor's desk, AGF Management Ltd. As ESG goes mainstream, is it possible for emerging market (EM)…
November 24, 2021
Why We're Bullish on Russia and Eastern Europe Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors After a challenging 2020 due to the pandemic, foreign direct…
September 24, 2021
Afghanistan Is Sitting on a Gold Mine. Literally.
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors On behalf of everyone at U.S. Global…
August 29, 2021
How is China’s crackdown on big tech impacting emerging markets?
by Soeren Soerensen, Russell Investments The current wave of regulatory intervention by the Chinese government has been far…
August 18, 2021
The Transformation of Emerging Markets – Why an active approach is essential
There’s an exciting transformation taking place in the Emerging Markets – from Latin America and Asia to Central Europe and beyond. With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001.
June 21, 2021
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
March 30, 2021
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
March 29, 2021
Have EM Stocks Lost Their Immunity to Rising Rates?
by Jeffrey Kleintop, SVP, Chief Global Investment Strategist, Charles Schwab & Company Key Points Stocks have faltered since…
March 3, 2021