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March 12, 2023
CMCI’s index construction and roll methodology have driven strong relative performances so far this year.
March 8, 2023
There is good news in the fact that some clean technology and renewable energy stocks are currently sporting attractive valuations.
March 5, 2023
We examine Vamos and Rede D’Or, two industry leaders with substantial market share, and explore how they are well-positioned to benefit from improving valuations in the Brazilian market.
March 5, 2023
The investment case for EM local currency bonds generally comes down to yield and diversification benefits within a portfolio, in our view.
March 4, 2023
Upside inflation surprises in DM push bond yields and expectations for peak rates higher. Can EMs escape the inflation “curse”?
March 4, 2023
China’s activity gauges point to a faster pace of recovery, but the global growth backdrop remains more mixed.
March 3, 2023
Thanks to green fuels, a new sheriff is emerging in Fuel Town and it could be one with interesting investment implications.
March 3, 2023
Since other digital assets are younger than bitcoin, it’s not a stretch to say this asset class is still in its formative years.
March 1, 2023
Some semiconductor stocks are rallying in the first months of 2023. Others continue frustrating investors; selectivity is important with chip stocks.
February 27, 2023
To be clear, that headline doesn’t imply junk stocks or those with dubious traits, but rather shares of waste management companies.