Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do. 1. OECD Leading Indicators -- EM vs DM: With EM equities under pr...
Pretty much anything that could go wrong, did go wrong on Monday. We're barely two hours into the US cash session as I write this, so there's plenty of time for things to turn around, but a weekend's worth of recriminatory bombast from the Trump administration and a barrage of accusations em...
If developed markets crashed, could investors see a potential rally in emerging markets? While it’s an unlikely scenario, it’s not without precedent explains Hedgeye Macro analyst Darius Dale in the video below. You could go back to 2002 when China was first taki...
By Chetan Sehgal , CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity, Krzysztof Musialik , CFA, Senior Vice President, Templeton Asset Management (Poland) Towarzystwo Funduszy Inwestycyjnych S.A., Franklin Templeton Emerging Markets ...
Across-the-board gains continue to mark this year's results for global equity markets, based on a set of exchange-traded funds that track the world's major regions and countries. At the top of the performance list so far in 2019: stocks in China, Latin America and Africa. The strongest incre...