Viewpoints about Commodities
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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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The energy sector still requires caution and patience
Oil producers face a long struggle to adapt their capital intensive business models to the realities of low cost oil, constraining an already narrow set of equity opportunities within energy.
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