In a recent article for ETF.com, BAM Alliance director of research Larry Swedroe outlines findings of an August 2018 study on factor-based investing titled, “The Cross-Section of Equity Returns in…
Tag: emerging markets
Emerging Markets Reflect Investor Fear
Emerging market stocks are “taking the brunt of investors’ fears,” writes Nir Kaissar in a Bloomberg article last month, noting a drop in the MSCI Emerging Markets Index on a year-to-date…
Co-Manager of Bond Fund with 8% Returns Shares Market Insights
Although emerging bond funds have hit a rough patch, many EM economies are in a growth spurt, “supported by healthy demand for commodities and other exports in end market such…
Swedroe on Active Management in Emerging Markets
In a recent article in ETF.com, BAM Alliance director of research Larry Swedroe debates claims that active management is the “winning strategy” in emerging markets. Citing SPIVA and Morningstar data…
Emerging Markets in Tough Spot, Says Harvard Professor Reinhart
The investment opportunity many see in emerging markets is being called into question by Cuban-born economist and Harvard professor Carmen Reinhart. This according to a recent Bloomberg article. Reinhart cites…
Société Generale Strategist Favors Emerging Markets
“Money managers should think twice before letting a bumpy month of losses scare them away from emerging markets,” according to a recent Bloomberg article. The article cites comments from Société…
Templeton's Mark Mobius to Retire
Mark Mobius, long considered an emerging markets guru, will retire from Templeton investments at the end of this month, according to a recent article in The Wall Street Journal. Mobius…
Bank of America Merrill Lynch says Emerging Market Bull Run is Underway
Based on its analysis of bull markets since 1976, Bank of America Merrill Lynch says that geopolitical factors, central bank policies and a focus on company earnings are all “distractions”…
Relatively Calm Emerging Markets Attracting Investors
Emerging markets—long considered turbulent–are seeing the lowest volatility they have in three years, which is attracting funds and bolstering returns. This according to a recent article in The Wall Street…
Gundlach Says Go Long Emerging Markets
Despite conventional wisdom that says rising U.S. rates will strengthen the dollar, Doubleline Capital chief investment officer Jeffrey Gundlach recommends going short on the S&P 500 and long on emerging…