DMRE News and Press, DeltaShares S&P EM 100 & Managed Risk ETF From 12/12/20

The year looks like it's ending on an optimistic note as emerging markets are holding strong overall. Positive COVID-19 vaccine development data and increased clarity on US election results fueled investors' risk appetite globally. Emerging Asian equities advanced. For furth...

Better treatment protocols and better understanding of how to prevent the spread of COVID-19 mean that lockdowns and the associated collapse in growth are unlikely in the near future. As mentioned earlier, EM has been held back by COVID-19, limited policy flexibility and weak capital ...

Near-zero yields are entrenched across the developed world. Fine-tuning around the edges of portfolio construction, or holding out in hope of eventual yield normalization is no longer a viable strategy to meet return targets. Investors searching for more attractive yields are incr...

We have upgraded emerging market debt on a tactical basis as positive vaccine developments bolster the case for an accelerated global restart in 2021. Global stocks hit record highs as the transition of power officially started in the U.S. The rally fizzled on the virus resurgence and...

EM equities have underperformed their developed market peers in the last few years, but things are likely to change in the months ahead. There is a valuation gap between developed market equities and emerging market equities, and more importantly, there are catalysts that will help br...

We expect emerging markets debt issues in local currency to outperform other fixed-income asset classes in coming quarters. Investors can choose dollar-denominated bonds or those that are issued directly in the local currencies of EM countries. Local currency sovereign bonds give ...

The consumption side of the nation's economy has played catch-up to the production side of the economy. While emerging-market economies outside of China still face some challenges, the overall outlook has improved. Amid burgeoning domestic consumption and a signal for continued fi...

I think China is the big one from a political perspective where we could see a positive outcome being a comprehensive review of US policy towards China. India is a fascinating market for investors. There are so many opportunities. I think that [South] Korean opportunities, given t...

After a challenging start to the year, investor flows across both EM equity and bond markets recently turned positive. Both manufacturing activity in EM and North Asian exports have picked up strongly in recent weeks. Other regions, such as Latin America, are starting to follow suit. ...

The pandemic global financial shock has sparked the inclusion of QE as a policy tool also available for central banks of emerging market economies. QE targets are on the yield structures of interest rates. If there are fragilities leading to high basic, short-term interest rates, QE w...