Page 10 - Aneck News Today

U.S. growth headwinds might be strong, but EMs’ trade exposure to the U.S. varies a lot, and many EMs can benefit from China’s stronger rebound.

Persistent inflation, fiscally responsible resource company management and anticipated company capital returns continue to provide investment opportunities in the resource equity sector.

Portfolio positioning and security selection were key performance drivers for the VanEck CLO ETF in Q1 as the Fund outperformed the J.P. Morgan CLO Index.

Majority of investment Grade EMs and several High Yield EMs have a lower perceived risk of default in 1 year than the U.S.

Cryptocurrencies were seemingly in lockstep with stocks and bonds last year, but on-chain indicators show that correlation is fading.

With gold prices rocketing higher this year, miners and mining exchange traded funds are benefiting in significant fashion.

Higher interest rates may imply weakness for some high-yield assets. BIZD is proving its mettle with a 2.40% year-to-date gain.

Get a behind-the-scenes look at the making of the documentary “Beyond the Trees” from Contributing Producer Tom Butcher.

The IMF thinks that the spike in real rates is temporary, while some EMs are testing the policy easing waters – but the market is not sure this is a good idea.

A tumultuous few months have strengthened our conviction that money will flow out of developed markets bonds and into emerging markets bonds due to “fiscal dominance” in developed markets.