Page 6 - Beyond Basic Beta News Today

Institutional checks and balances allowed to avoid extreme price and policy outcomes in Peru and Brazil. But extreme inflation surprises keep coming.

Many people confuse net zero with carbon neutral, but they are not the same. Here’s why.

During the remainder of the year, demand for tax-exempt income is expected to continue to outpace the supply of new municipal issuance, increasing the likelihood of solid performance into 2023.

Portfolio Manager David Schassler joined a panel of fellow experts to discuss the current outlook for inflation and how real assets can help offset inflationary pressures.

CEO Jan van Eck joined the Howard Lindzon podcast to discuss what investors should expect in the coming quarters.

The market remains nervous about Brazil’s fiscal debates – will the central bank respond with a hike? EM current account narrative is split between concerns and a comeback.

With investment grade corporate bond yields providing meaningful income and with elevated market volatility, we believe there are now opportunities in mispriced bonds with attractive valuations.

Commodity indexes have maintained good gains all year in the face of rising interest rates and the stronger U.S. dollar.

Big tech has been a key driver of broad market returns over the last decade, becoming large weights in major indices. This concentration risk may now spell trouble.

More and more countries are leaving peak inflation behind. Does this mean more room for dovish pivots? It depends…