Section
Emerging Markets
422 posts
The Year of the Bull? What Chinaâs Reopening Might Mean for Emerging Markets in 2023
by Regina Chi, CFAÂŽ, Vice-President and Portfolio Manager, AGF Investments Inc. In an article last July about China,…
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...
Beware of the âobviousâ 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, CFAÂŽ, 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…
Larry McDonald: Beware of the Fed's Pawns
Copyright Š Bear Traps Report
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
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)…
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…
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…
How is Chinaâs 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…
The Transformation of Emerging Markets â Why an active approach is essential
Thereâs an exciting transformation taking place in the Emerging Markets â from Latin America and Asia to Central Europe and beyond. With more than 25 countries and over 85% of the worldâs population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001.
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices Weâve previously argued that most managers should prefer above-average correlation, because…
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the worldâs population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isnât a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
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…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
