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ROAM
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+0.37%
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Emerging Markets Expand At Fastest Pace In A Year While Cost Pressures Rise
Seeking Alpha · 2d ago
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.
Seeking Alpha · 4d ago
Weekly Report: what happened at ROAM last week (0603-0607)?
Weekly Report · 4d ago
Weekly Report: what happened at ROAM last week (0527-0531)?
Weekly Report · 06/03 11:44
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.
Seeking Alpha · 05/28 12:55
Weekly Report: what happened at ROAM last week (0520-0524)?
Weekly Report · 05/27 11:50
Weekly Report: what happened at ROAM last week (0513-0517)?
Weekly Report · 05/20 11:41
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.
Seeking Alpha · 05/16 12:00
Emerging Markets New Business Expands At Fastest Pace In Nearly A Year
Seeking Alpha · 05/14 09:10
Weekly Report: what happened at ROAM last week (0506-0510)?
Weekly Report · 05/13 11:56
Emerging Markets New Business Expands At Fastest Pace In Nearly A Year
Seeking Alpha · 05/10 13:30
Optimizing Stock Selection In EM
Seeking Alpha · 05/08 13:09
IMF 2024 Spring Meetings Takeaways: Emerging Market Stars Shine Bright
EM investors and policymakers are enjoying their moment. IMF upgraded US growth forecasts for 2024 by +0.6% of GDP and Chinese PMIs are back to expansion. Most of the concerns over emerging markets have been addressed. The mood at the 2024 IMF Spring meetings was notably upbeat.
Seeking Alpha · 05/06 13:35
Weekly Report: what happened at ROAM last week (0429-0503)?
Weekly Report · 05/06 12:06
Weekly Report: what happened at ROAM last week (0422-0426)?
Weekly Report · 04/29 12:14
Equity Factor Report - Q1 2024: Momentum Strategies Shine
Strong investor sentiment and continued economic strength led momentum strategies to outperform in Q1 2024. The MSCI All Country World Index rose by 8.3% in the first quarter. Russell Investments' Factor Portfolios like Global Large Cap Growth, Momentum, and Quality outperformed the MSCi ACWI.
Seeking Alpha · 04/26 20:43
Weekly Report: what happened at ROAM last week (0415-0419)?
Weekly Report · 04/22 11:58
Emerging Markets - A Changed Asset Class?
Seeking Alpha · 04/17 13:25
Weekly Report: what happened at ROAM last week (0408-0412)?
Weekly Report · 04/15 11:48
Emerging Markets Activity Expands At Fastest Pace In 10 Months
Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.
Seeking Alpha · 04/09 06:00
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