Section
Emerging Markets
418 posts
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…
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...
David Nadel: Royce Rediscovers India
When you think small cap investing India is probably not the first country that comes to mind. But…
Emerging Markets Radar (March 24, 2014)
Emerging Markets Radar (March 24, 2014) Strengths Czech retail sales rose by 6.4 percent in January, boosted mainly…
Emerging Markets Radar (March 17, 2014)
Emerging Markets Radar (March 17, 2014) Strengths Turkey’s current account deficit narrowed to $4.9 billion in January from…
Emerging Markets Radar (March 10, 2014)
Emerging Markets Radar (March 10, 2014) Strengths Poland's economic growth accelerated in the December quarter. Gross domestic product…
Not All Emerging Markets Are Created Equal
by JC Parets, All Star Charts As bad as the Emerging Market space has been, not all of…
Emerging Markets Radar (March 3, 2014)
Emerging Markets Radar (March 3, 2014) Strengths Through Wednesday, February 26, both the Philippines and Indonesia have seen…
An "Escape" from Bangkok: Part 2
by Paul Moroz, Mawer Investment Management Today’s post is the conclusion to last week’s An Escape from Bangkok:…
An "Escape" from Bangkok: Part 1
by Paul Moroz, Mawer Investment Management There was ample time to call off the research trip to Thailand.…
Emerging Markets Radar (February 18, 2014)
Emerging Markets Radar (February 18, 2014) Strengths The eurozone recovery continues to firm up as GDP data showed…
Market Update: Will EM Derail the Global Recovery?
by Ryan Lewenza, North American Equity Strategy, TD Wealth With the global equity markets under pressure, and concerns…
Emerging Markets Radar (February 10, 2014)
Emerging Markets Radar (February 10, 2014) Strengths Emerging market currencies rebounded strongly on Tuesday. Hedge funds and other…
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
William Smead: EM Misery and US Large-Cap Euphoria
by William Smead, Smead Capital Management Many investors are wondering why emerging stock market misery currently equates to…
Three Truths About Emerging Market Investing
The recent emerging market selloff is a good reminder of three truths about investing in the asset class.…
