Tag: Equities

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COVID-19 Index: When Might Life Return to ‘Normal’? – July 2021

As one of the world’s largest economies the US is...

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Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market...

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Here to Stay: Implications and Opportunities from Taiwan’s Semiconductor Edge

Taiwan’s dominance of the global semiconductor foundry industry comes from...

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A Calculated Approach to Incorporating Equities into Managed Futures

“The large moves posted by assets in inflationary times seem...

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Is Hurried Decarbonization Causing an Oil Crisis?

I worry that the war on climate change may cause...

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Opportunities Abound but ‘Politics Matters as Much as Economics’

Emerging markets (EM) remain among our long-term favoured equity markets...

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Markets – Surfin’, Surfin’, But Mind the Rocks

Equities gained in June, but the advance was hesitant at...

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Transitioning to a New Market Cycle May Require a Fresh Look at Risk

Minneapolis – The COVID-19 pandemic brought the U.S. Economy to...

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Eaton Vance Bullish on the New Emerging Market Debt Landscape

As the world heals from the lows in economic output...

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Deep dive in Carmignac’s view on Emerging Markets, China and Carmignac Emergents

Haiyan Li-Labbé joined Carmignac in 2011. She has a strong expertise...

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