Section
Emerging Markets
422 posts
5 things to know about Chinese and emerging market stocks
by Talley Leger, Invesco Canada As the world remains in the grip of the coronavirus, weāve received many…
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...
The power of carry
by Jan Dehn, Ashmore Investment Management Quantitative Easing (QE) policies in developed countries triggered a flight from yield…
Back to Fundamentals
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Investments Global equities performed strongly in 2019,…
Emerging Markets Update ā November 2019 (SLGI)
Could emerging markets bounce back if the U.S.-China trade dispute winds down? In this video update, Portfolio Manager…
Why emerging markets may benefit the most from a China-U.S. trade deal
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
Emerging Market Stocks: Getting Comfortable with the Uncomfortable
by Rick Friedman, GMO LLC Executive Summary Emerging market equity returns have been lackluster in recent years, leading…
Indiaās Surprise Tax Cut Comes at An Opportune Time
by Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Amid slowing economic…
Collateral Damage
by Brad Tank, CIO, Fixed income, Neuberger Berman China and the U.S. are perhaps the biggest source of…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
Emerging Market Stocks Underperform When the US Dollar Strengthensā¦Hereās Why
by Bryce Coward, CFA, Knowledge Leaders Capital The relationship between the performance of emerging market stocks and the…
EM - Not now thanks
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, RichardsonGMP The marketing spin on why you should invest…
Jeremy Grantham: In Depth on Markets and the Global Economy
The full interview with Jeremy Grantham from CNBC. CNBC's Wilfred Frost sits down with Jeremy Grantham, legendary investor…
Crisis and Opportunity in Emerging Market Debt
by Carl Ross, GMO Executive Summary Emerging market sovereign debt in U.S. dollars can offer strong returns for…
The outlook for emerging markets
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard explains why we see room for a further recovery…
Emerging marketsā lost (near) decade
by Russ Koesterich, Portfolio Manager, Blackrock Investors may be ready to abandon emerging markets, but as Russ discusses,…
