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  • Thematic Investing

    April 16, 2021

    Inflation Expectations Impact Thematic and Growth Equities

    by Jamie Wise, Founder & CEO of BUZZ Holdings ULC

    Global equity markets rallied sharply, following the March BUZZ NextGen AI US Sentiment Leaders Index (the “BUZZ Index” or “Sentiment Leaders Index”) rebalance.

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    Emerging Markets Debt Daily

    April 16, 2021

    China’s Q1 Growth Hiccup – Temporary?

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s slow sequential Q1 growth reflected the virus’s winter resurgence. Poland’s core inflation is nearing 4%, but the central bank remains uber-dovish.

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    Municipal Bonds

    April 15, 2021

    MAAX Adds to Duration as Bond Yields Attempt to Stabilize

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    MAAX reduces exposure to short-duration bonds and reallocates to long-duration bonds based on stabilizing interest rates.

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    Digital Assets

    April 14, 2021

    Invest in the Digital Assets Transformation

    by John Patrick Lee, CFA, Product Manager

    The digital transformation is underway. Companies involved in the digital transformation of the global economy represents a long-term structural growth opportunity, in our view.

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    Emerging Markets Bonds

    April 14, 2021

    Treasuries Turn?

    by Eric Fine, Head of Active EM Debt

    The sharply improving global growth outlook should support EM debt; China, Mexico, South Africa, Colombia and Indonesia were the Fund’s largest positions in March.

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    Gold Investing

    April 13, 2021

    Gold and Bitcoin: So Happy Together

    by Joe Foster, Portfolio Manager, Gold Strategy

    The question of gold vs. bitcoin comes up more than ever now. As we enter a post-pandemic era where interest rates and inflation may rise, we believe this landscape is amenable to both gold and bitcoin.

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    Thematic Investing

    April 07, 2021

    BUZZ Reaches Beyond Growth

    by Coulter Regal, CFA, Associate Product Manager

    Evaluating an investment strategy that is based on the positive sentiment that is generated from online interactions, begins with assessing the underlying holdings.

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    Emerging Markets Bonds

    April 07, 2021

    Fortify Your 40% with Emerging Markets Bonds

    by Eric Fine, Head of Active EM Debt,

    Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, CFA

    Emerging markets bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.

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