SDEM News and Press, Global X MSCI SuperDividend Emerging Markets From 06/02/22

Dispersion in monetary policy cycles may give inves­tors the opportunity to add exposure to countries where an easing mon­etary policy should support growth and valuations. Focusing on companies in sectors the government wants to be internationally competi­tive can unco...

The foreign currency value of the dollar has been rising. The nominal broad dollar index of the Federal Reserve shows the dollar has increased by about 9% since its low point a year ago while other indexes register larger gains. The dollar’s appreciation will also have an impac...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Recession risks are rising, with a European recession, oil embargo risks, and China’s zero-Covid uncertainties adding to Fed rate hikes as headwinds. China’s risks are multi-layered and hard for markets to discount. In our view, IMF officials are much more precise in...

As we entered 2022, many emerging markets were already hurting due to higher commodity prices and rising interest rates; then a war in eastern Europe sent shock waves through the markets. The conflict in Ukraine likely bodes poorly for Eastern Europe more broadly, expanding beyond Rus...

SDEM has a ~10.6% TTM dividend yield, which makes it attractive to income investors. I believe we are at a tipping point for global growth and emerging markets aren't going to be spared. On the contrary, these markets can feel even more pain as capital will fly to safe-haven asset...

Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation. In light of Russia’s invasion, we developed a framework for thinking about the economic impact of the conflict on the e...

The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...

The major markets’ technical review will help readers understand the underlying technical conditions for potential opportunities and risk management. This helps refine not only decision making about what to own and when but what to overweight or underweight to achieve better pe...