FM

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

FM: Frontier Markets ETF, A Risk-On Tool

IShares Frontier and Select EM ETF is an ETF targeting frontier markets - smaller and less developed than emerging markets. The fund is concentrated in Vietnam, Kazakhstan, and Romania as top exposures. Frontier markets have lower liquidity and higher risk compared to emerging markets and are more susceptible to political instability. Financials, Materials, and Real Estate are the dominant sectors in the fund.