Section
Emerging Markets
418 posts
Emerging Markets Might Be Ready To Outperform
by Urban Carmel, The Fat Pitch Summary: Emerging markets equities have lagged in 2018 and throughout most of…
5 Indicators That Suggest The Selloff In EMs Has Gone Too Far
by Bryce Coward, CFA, Knowledge Leaders Capital Emerging market stocks have taken it on the chin so far…
Emerging-Market Debt: Expect Volatility—and Opportunity
by Shamaila Khan, Christian DiClementi, AllianceBernstein EM Income, AllianceBernstein Summer is just beginning, but emerging-market (EM) bonds and…
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
What If Higher Risk Leads To Lower Returns?
by Gerald Hwang, Jirisan Capital Do you believe that taking riskier equity exposures should reward you with higher…
Trade War and Peace: Which Markets Are Most At Risk
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
7 portfolio ideas for 2018
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard shares seven investing ideas to consider as 2018 gets…
SIA Weekly: A Look the Trend in EM Fixed Income and Equities
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to look in to…
Jeremy Grantham: Investing in a World of Overpriced Assets
Career Risk and Stalin’s Pension Fund: Investing in a World of Overpriced Assets (With a Single Reasonably-Priced Asset)…
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…
International Equities are En Vogue, and Could Stay That Way
by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity…
Wrestling with the weighty question of ETF growth
by Martin Small, Head of US iShares, Blackrock ETFs attracted more assets in the first nine months of…
Why EM? Why now?
Why EM? Why now? by Jeff Feng, Head of Emerging-Markets Equities, Invesco Hong Kong Ltd., Invesco Canada I’ve said…
As India Crosses the Digital Divide, a New Era of Investment Opportunities Dawns
by Charles Roth, Thornburg Investment Management India has implemented measures that combined should generate a surge in economic…