Will U.S. Growth Shocks Batter EM?
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.
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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.