Smarter Index Design Aids in Peer Outperformance
CMCI’s index construction and roll methodology have driven strong relative performances so far this year.
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CMCI’s index construction and roll methodology have driven strong relative performances so far this year.
There is good news in the fact that some clean technology and renewable energy stocks are currently sporting attractive valuations.
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.
The investment case for EM local currency bonds generally comes down to yield and diversification benefits within a portfolio, in our view.
Upside inflation surprises in DM push bond yields and expectations for peak rates higher. Can EMs escape the inflation “curse”?