Fast-growing companies of China’s “New Economy” are likely to get a boost from Shenzhen-Hong Kong Stock Connect, which was approved on August 16. This is welcome news for tech-hungry global investors.
rally in emerging markets debt continued in July. The asset class experienced record-breaking
weekly inflows, as investors took geopolitical events in stride and the global
search for yield intensified.
securities tend to be in demand, as seen more recently, given both their attractive
yield and risk/return characteristics.
However, excluding the preferreds financials sector this year so far, in
particular, would have been a prudent move.
it comes to emerging markets, credit quality is an important consideration. High
quality emerging markets sovereign bonds may be an attractive addition to a
global bond portfolio for investors seeking to enhance yield while balancing risks.
Global moat companies generally performed well in July, driven by a diverse set of sectors, industries, and countries. In the U.S., healthcare appears to be recovering from recent lows – biotech and pharmaceuticals in particular. Internationally, consumer discretionary companies that trade in Germany and Hong Kong stood out.
has enjoyed a strong run so far in 2016. OUNZ provides
investors with the comfort of knowing that they can take delivery of their gold
if they wish, but until they do, trade it with the ease of an
In July gold continued its strong 2016 run as proactive investment demand for gold continues to drive the market and ineffective monetary policies set the stage for more potential global economic issues.
Munis: Market Views for the Second Half
Investment Outlook: Commodities and Emerging Markets Bonds Shine
Fallen Angels Continue to Outpace the Pack
Russian Resilience: An Economy Driven by Pragmatism and Consistency
Energy Resilient, Gold Shines in 2Q
Emerging Markets End Quarter on High Note
Rate Expectations Drive Emerging Markets Debt Rally
Munis: High Drama on the High Wire
Investment Grade Emerging Markets Bonds: Higher Yield, Balanced Risk
Gold Bull Market Gains Momentum
Brexit Creates Mid-Summer Opportunities
Fallen Angels Boosted by Bond Buyback Premiums
Spin-Off in the Spotlight: Associated Capital Group (NYSE: AC)
China A-Shares Denied MSCI Green Light
Munis: Expect More from Your Munis
Attractive Yields and Value in High Yield Emerging Markets Bonds
Vietnam: An Important Asia-Pacific Player
May Acquisitions Help U.S. Moats
Steel: U.S. Strong Despite Global Oversupply
Setting the Stage for the Next Gold Bull Market
MSCI to China: Let Us In and We'll Let You In
Munis: Supply Dynamics
Spring Takeover Bids a Boon
China’s “New Economy” Leshi Makes Vital Acquisition
Munis: Flattening Yield Curve Supports Performance
Alternative Energy: A Transformative Storage Boom? Part 2.
EM Bond Credit Ratings Downgrades Call for Diversification
Alternative Energy: A Transformative Storage Boom? Part 1.
Munis: Keep the Pedal to the Metal
Navigating the Oil Market's Rebalancing
Gold Extends its Strength in April
A Star-Spangled April for Moats
Munis: The Compelling Case for Closed-End Municipal Bond Funds
Spin-Off in the Spotlight: The Chemours Company (NYSE: CC)
Emerging Markets Local Currency Bonds: A Market to Revisit
Investment Outlook: Commodities Stand Out
China’s “New” Economy is Official
Munis: Muni Market is Generally Healthy Despite Some Headlines
Munis: Muni ETFs in a Portfolio
Fundamentals Return to Emerging Markets
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