DBEM News and Press, Xtrackers MSCI Emerging Markets Hedged Equity From 01/09/24

2024-01-09 22:45:00 ET Summary Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets. As a new EM cycle unfolds, we expect that the heterogeneous dynamics and secular themes that ...

2024-01-08 21:20:00 ET Summary Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. In 2024, more than four billion people will take part in elections, starting with...

2024-01-03 03:41:00 ET Summary Global equity markets posted healthy gains in 2023, but investors enter the new year with many concerns. As macroeconomic uncertainty lingers after a year of extreme market concentration, equity allocations should be prepared for a range of scenarios...

2023-12-28 05:45:00 ET Summary As investors prepare their portfolios for 2024, our investment professionals share insights on what to expect in their respective asset classes. Gold prices should continue to have a meaningful impact on our outlook for the miners through the end of ...

2023-12-28 03:01:00 ET Summary International equity markets are ending the year participating in the rally in global risk assets. Global economic growth is likely to slow further in 2024, particularly in the first half, with the growth of most economies continuing to undershoot th...

2023-12-20 04:57:00 ET Summary Some FOMC members saw two cuts, some saw four – based on dot plots – so three, more or less, marks the middle. Emerging markets have lagged developed markets quite dramatically as the U.S. dollar has rallied, along with the Fed’s...

2023-12-15 03:30:00 ET Summary The inverted yield curve remains anomalous. The dollar’s weakness against emerging market currencies mostly reflected monetary policy differences. The bear case for high yield has been based on credit spreads. Structured credit valuati...

2023-12-07 23:00:00 ET Summary Interest rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a ...

2023-12-06 14:45:00 ET Summary Q3 was a decent quarter. We were broadly in line, actually slightly ahead, and that continued the outperformance over the last year plus. Looking at the outlook for emerging markets, I mentioned that, you know, post quarter-end October has been a dif...

2023-12-06 12:15:00 ET Summary We are likely at the end of the Fed’s hiking cycle, but don’t anticipate rate cuts until the second half of 2024. The shape of the yield curve and the trajectory of growth will be key drivers of returns. Investors piled into cash in 202...