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Four Looming Risks That Could Bolster EM Bonds

By Eric Fine Portfolio Manager, Head of Emerging Markets Active Debt Many investors are not pricing in four risks in their portfolios. Each of these risks hurts DM bonds and currencies, but helps emerging markets bonds and currencies. In January, the VanEck Emerging Markets Bond Fund was down 0.84% in January, compared to -1.27% for its [...] The post...

Sun Feb 25, 2024 19:49
WisdomTree Managed Futures Strategy—2023 in Review

By Alejandro Saltiel, CFA Head of Indexes, U.S. and Ayush Babel Global Associate Director, Quantitative Research Most managed futures strategies aim to generate returns by employing leverage and having a high degree of concentration in individual contracts and asset classes. In 2022, the industry benefited from this leverage and continuing trend in...

Sun Feb 25, 2024 19:49
Muni Trends to Watch in 2024

By Tamara Lowin Senior Municipal Credit Analyst We explore trends in the municipal bond market, including supply, performance, what sectors to watch, and how to plan for anticipated tax changes. Each year brings unique opportunities to the municipal market. In 2024, we expect the U.S. economic environment, individual state laws, and the challenges facing...

Sun Feb 25, 2024 15:44
Shipping Costs Hit 15-Month High Amid Safer Sea Routes

Approximately 80% of all S&P 500 companies have reported fourth-quarter earnings as of last Friday, and of those, 75% have reported earnings per share (EPS) above estimates. That’s well above the 10-year average, according to FactSet. The reason I bring this up is because many investors and pundits appear to believe that the only stocks doing well...

Sat Feb 24, 2024 19:40
Vietnam’s Economic Journey Toward Prosperity

By John Patrick Lee, CFA Product Manager Investors looking to diversify their emerging markets allocation should consider Vietnam, which has transitioned from a frontier to an emerging market thanks to its resilient economy and reforms that have led to remarkable growth. As Vietnam’s economy rapidly expands, outpacing their ASEAN peers, it presents...

Sat Feb 24, 2024 19:40
Hanging With the Soft Crowd—For Now

By David Schassler Head of Multi-Asset Solutions Lower rates and combat a likely recession, or keep up the battle with inflation? As uncertainty lingers, we’ll clip coupons with the soft-landing crowd and keep gold in case of trouble. There are people that have successfully predicted recessions. But few have done it twice. Does the inability to [...]...

Sat Feb 24, 2024 15:45

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