Weekly Report: what happened at ROAM last week (0715-0719)?

Rising Costs And Gloomier Prospects Cast Shadow Over Emerging Market Outlook

Emerging market economic growth was sustained at a solid pace in June, despite easing from the one-year high seen in May. The expansion was led by manufacturing as service sector growth slowed. Manufacturing production rose at the fastest pace since November 2020. Input price inflation climbed to a ten-month-high, driven by rising costs.

Evolving Geopolitics Create Opportunities

Home Investing Strategy Portfolio Strategy Evolving Geopolitics Create Opportunities. William Blair says the world economy is clearly growing. He says major economies are growing at or above their potential rates. Every geopolitical change presents opportunities to someone, somewhere, he says. Blair says there's a disconnect between the geopolitical narrative and economic reality.

Weekly Report: what happened at ROAM last week (0708-0712)?

Emerging Markets Show Resilience Despite Global Monetary Tightening

IMF: Emerging Markets Show Resilience Despite Global Monetary Tightening. Capital flows into emerging markets have recovered from a post-pandemic low. The US accounted for 41 percent of global gross inflows in 2017-19. The IMF says emerging markets must double down on improvements in macroeconomic frameworks.

Taking A Page Out Of The EM Playbook

Weekly Report: what happened at ROAM last week (0701-0705)?

The Sponsored Bull Market

Emerging Market Stocks: Great Businesses Hide In A Murky Market Landscape

Weekly Report: what happened at ROAM last week (0624-0628)?

Weekly Report: what happened at ROAM last week (0617-0621)?

Weekly Report: what happened at ROAM last week (0610-0614)?

Emerging Markets Expand At Fastest Pace In A Year While Cost Pressures Rise

Global Trade Expansion Driven By Emerging Markets Growth

Global PMI New Export Orders Index posted 50.6 in May, unchanged from April. Services trade continue to lead the expansion in global trade. Emerging markets lead growth of global trade, followed by developed markets. India leads global goods trade, US leads developed markets in India.

Weekly Report: what happened at ROAM last week (0603-0607)?

Weekly Report: what happened at ROAM last week (0527-0531)?

Mega Forces: Infrastructure Required

Jean Boivin: Infrastructure sits at the intersection of five mega forces: Demographic divergence, geopolitical fragmentation, digital disruption and artificial intelligence and digital disruption. Infrastructure needs sit at intersection of mega forces - the structural shifts driving returns now and in the future. He highlights investment opportunities in emerging markets where capital investment has not kept up with growth.

Weekly Report: what happened at ROAM last week (0520-0524)?

Weekly Report: what happened at ROAM last week (0513-0517)?

May 2024 Active Management Insights: Beyond The Magnificent 7

Home Market Outlook Today's Market May 2024 Active Management Insights: Beyond The Magnificent 7. Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI. Globally, managers anticipate an increase in mergers and acquisitions through the rest of 2024.