DMRE News and Press, DeltaShares S&P EM 100 & Managed Risk ETF From 03/04/21

We expect the Chinese economy to experience a solid year of growth. The IMF is currently forecasting 7.9% real GDP growth in 2021 - well above trend growth. On the other hand, we continue to think that monetary policy is going to become less accommodative. On an international leve...

After an extremely challenging 2020, we expect a strong global economic recovery in 2021. Historically, EM crises have been driven by unsustainable debt dynamics, currency crises, and/or financial sector disruptions. This is not the case today. Valuations in the EM hard currency s...

David Semple, portfolio manager of VanEck Emerging Markets Equity, discusses where he's finding opportunities today in emerging markets and why investors should consider EM stocks as part of their portfolio allocation for 2021 and beyond. Ola El-Shawarby, senior analyst at VanEck Emer...

As we get further into 2021, we are more bullish on emerging markets equities than at any point in the past decade. One tailwind for growth in EMs is ongoing weakness in the U.S. dollar, which appears to have entered a weakening cycle after an extended period of strength. We see E...

The subsequent snapback in activity in the third quarter of 2020 was commensurate with the second-quarter contraction. Economic growth in 2021 is likely to be the strongest in many decades. Interest rates, exchange rates, and commodity prices set binding constraints on economic ou...

Inflation is going to remain relatively well-bounded. We will see a cyclical uptick in inflation this year. But from a longer-term perspective, there isn’t a meaningful risk of inflation breaking out significantly to the upside. Fiscal and monetary support are clearly two aspec...

January's inflation tally for Emerging Markets is pretty much complete, and it shows that upside surprises are on the rise. EM overseas remittances are alive and well - and doing much better than expected just several months ago. Remittances in most countries in our sample posted ...

Risk assets continued their historic run last week with EM equities and commodities leading the way. Bonds sold off as the 10-year Treasury note yield broke above 1.20% for the first time since the lows last spring. The 10-year TIPS yield closed the week at 1.02%, near the all-tim...

The "average, annual" returns of Emerging Markets and non-US investing have lagged that of the S&P 500 and large-cap growth for many years now. The weekly S&P 500 earnings update from this weekend shows positive revisions for forward quarters even though the largest names have...

Though history is often a good guide, it's important to recognize that markets can - and have - changed. If Value stocks are extremely cheap versus the market, it is necessarily the case that Growth stocks are very expensive. The goal of the backtest was to ensure that despite its...