of many emerging markets countries appear to be stabilizing, and in some cases
showing signs of improvement.
Despite post-election volatility
and negative performance in the municipal bond market, I believe December may
potentially be a rebound month for the asset class.
five part blog series, we advance the case for investing in emerging markets bonds and identify some of the potential opportunities
the asset class provides in today’s market environment.
Trump’s surprise victory has extended October’s pullback in emerging markets bonds. However, rates remain historically low in developed markets and many emerging markets continue to experience improving fundamentals.
The idea of investing in attractively priced quality companies remains a long-term strategy despite the short-term impact of the U.S. presidential election.
CEO Jan van
Eck analyses the strong reaction that emerging markets had to Trump’s November
8 presidential win, and outlines key considerations for equity and bond
election results shine a spotlight on large cap biotech stocks. Alongside the
event-driven positive performance bump, both expected economic policy tailwinds
and low current large biotech stock valuations may benefit the industry.
Muni High Yield’s Response to Trump’s Surprise Win
Trump Uncertainty Could Be “Huge” for Gold
Yield Curve Suggests Targeted Opportunity in Municipal Bonds
Do Emerging Markets Bond Credit Ratings Affect Returns?
Investment Outlook: Stars Align for Emerging Markets Equities
Moativated Investing – Big League Batting Average
Bullish on Agriculture: Technology, Precision Ag, and Consolidation
Moativated Investing – A History of Outperformance
Emerging Markets Bonds Continue To Rally
Rebalancing Markets Fuel Positive Sentiment for Hard Assets
Emerging Markets Shake Off Brexit
Coking Coal Rally Driven by Supply Constraints
All Eyes on the Finish
Check Your Fear and Favor Fundamentals
Gold Bull Market Loses Some Shine But Still Healthy
Are Currencies Cheap or Dear? Look to the REER
Opportunities in Colombia’s Solid Banking Sector
Macro and Fundamental Factors Continue to Drive Gold
Spin-Off in the Spotlight: Lumentum Holdings Inc. (LITE)
No Fed Rate Change: Doves Hold Hawks at Bay
China: A $12 Trillion Economy Not to be Ignored
Politics Aside, Generics are Key to Drug Price Debate
Get Even More Tactical with Our Newest Muni ETFs
Fallen Angels’ Index Rule Change Should Enhance Liquidity
Hard Currency Emerging Markets Bonds Shine in August
Zinc’s Year to Remember: A Supply-Side Story
Gold Consolidates Amid Late Summer Doldrums
Turkey’s Auto Industry Revs Up
Taking Physical Delivery of Gold Assets
No Dog Days for Moat Investors
What’s Behind the Huge Inflows Into Emerging Markets Debt?
Shenzhen-Hong Kong Stock Connect May Boost China’s “New Economy”
Brexit Intensifies the Search for Yield within Emerging Markets
Hone In On Income Not Financials
Quality Can Be Rewarding in Emerging Markets Bonds
Performance Drivers Come in all Shapes and Sizes
A Unique Way to Access Physical Gold as Rally Strengthens
Investment Demand Sustaining Gold's Run
Munis: Market Views for the Second Half
Investment Outlook: Commodities and Emerging Markets Bonds Shine
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