Will Commodities Continue To Outperform In 2024?

Most of the major asset classes are in the red so far this year. A widely followed marker in the commodities rally is this year’s rise in gold. The second-best performer in 2024 is the fast-deflating US stock market. James Picerno says commodities are the upside outlier by a wide margin.

Global Growth Is Back As Fiscal Reckoning Looms In 2025

Jan van Eck says the global economy is now back on a growth trajectory, but there is a potential fiscal crisis to watch for in 2025. Global growth should make you rethink your commodity allocation, he says. Van Eck shares where he thinks investors should be allocated to the world economy.

Weekly Report: what happened at EMLC last week (0415-0419)?

EM Debt 2024: Solid Beginnings

Global Growth Returns And The 2025 Fiscal Reckoning

Emerging Markets - A Changed Asset Class?

Weekly Report: what happened at EMLC last week (0408-0412)?

Weekly Report: what happened at EMLC last week (0401-0405)?

Commodities Continue To Lead Major Asset Classes In 2024

Commodities have overtaken US stocks as the top performer for global assets in 2024. A number of broad-brush commodity funds are rebounding in 2024 after a down year for the asset class in 2023. The rally for prices of raw materials continues to bubble after a rough 2023 in global markets.

Staying Nimble While Seeking Income

VanEck Vectors Emerging Markets Local Currency Bond ETF declares monthly distribution of $0.1251

Major Asset Classes: March 2024 Performance Review

The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. Global real estate ex-US topped the long list of winners in March. The downside outlier: bonds in emerging markets. The Global Market Index extended its winning streak for a fifth straight month.

Weekly Report: what happened at EMLC last week (0325-0329)?

Weekly Report: what happened at EMLC last week (0318-0322)?

Dynamics Down Under: Deciphering APAC's Economic Landscape

Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.

Cynical Bull - An Emerging Markets Debt Perspective

The VanEck Emerging Markets Bond Fund was up 0.2% in February, in line with its benchmark. The Fund is outperforming its benchmark by around 30 basis points year to date. Zambia and Ecuador were winners, Egypt was a loser in February. The fund increased exposure to local currency and increased duration.

7 Key Calls: long US Industrials, long US and Europe HY credit, & More - SG

Societe Generale published seven key calls for asset allocation in its Multi Asset Portfolio report. Long Japan equities, the most undervalued G10 currency, and focus on geopolitics are among the key calls. Long US Industrials, long US and Europe HY credit, & More - SG.

Pakistan: 6 Questions For Emerging Markets Debt Investors

William Blair: Pakistan has a cash flow problem. Local currency debt is more of an issue than external debt. Sovereign debt investors should closely monitor Pakistan’s commitment to achieving a primary surplus. The next finance minister is critical for Pakistan as it seeks to negotiate a new program with the IMF.

Commodities Overtake U.S. Stocks As Performance Leader In 2024

Re-Emerging Markets