Viewpoints about Commodities
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Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
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Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
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The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economies
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Don't lose sleep over tariffs and trade wars
Despite concerns over protectionist trade policy, a healthy consumer, housing market, and financial system could trump the effects of tariffs and trade tensions.
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Corporate earnings staging a comeback overseas
After several years of disappointing results, earnings are showing a sharp rebound in markets around the world. Portfolio managers in our network are taking notice.
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Key indicators reflect brighter outlook for emerging-market equities
An improved outlook for global economic growth and positive developments in emerging markets bode well for performance of emerging-market equities.
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The worst may be behind for emerging-market equities
While it might be too soon to declare that a long-awaited recovery in emerging-market equities is at hand, positive signs suggest that a turning point could be near.
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Investing in gold: precious portfolio diversifier or just dead weight?
Investing in gold generates no yield and lays no claim on corporate profits; however, a little gold may go a long way toward improving portfolio diversification.
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New spin for a new cycle
Investors love a good narrative, a story spinning together economic and financial market trends into a cohesive whole. After more than eight years of growth beating value, the narrative is changing.
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Emerging-market debt: down, but not out
The headlines relating to emerging markets over the past three months remained largely negative. But look a little deeper and it isn’t difficult to find signs of stabilization.
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