SPEM News and Press, SPDR Index Shares Fund Portfolio Emerging Markets From 03/14/21

In reaction to the COVID-19 outbreak last March, emerging markets (EMs) initially sold off more sharply than developed markets (DMs), but saw a stronger recovery owed to higher commodity prices and robust demand from China. Continued performance in EMs is likely to be driven by a weak...

For US Treasury investors, the starting place for inflation today is tough-there's not enough inflation-adjusted yield to cushion the pain. Treasury inflation-protected securities and similar inflation-linked bonds globally will outperform comparable-maturity Treasury bonds if inflati...

10-year U.S. Treasury yield. Where is it headed? Will high-flying tech and momentum stocks fly high again? Is this a short-lived sector rotation from tech into value? For further details see: The Great Tech Rotation. Will High-Flying Tech Fly High Again?

While we are favorable on the overall outlook for emerging markets (EMs), there is a wide disparity in the pace and stage of their recoveries from economic disruptions caused by the COVID-19 pandemic. While some EMs are still heavily dependent on commodities and exports, technology ha...

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 BlackRock Investment Institute team has updated its previous 2021 forecast report. In the new report they have outlined their global outlook along with their asset class views and debate on fiscal response.Below are a few key quotes and figures displayed by the BlackRock Investment I...

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...