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
Viewpoints about commodities
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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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more
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