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If you believe that the S&P 500 is poised for a secular bear market, then GLD can be a great hedge for portfolios. Despite the weakness in large-cap tech and high-beta growth the last 6 months and in 2021, respectively, I’m not convinced the secular bull market in the S&...
While recovery in economic growth could remain muted this year in many markets, we expect more normalization in 2022. EM equities rebounded in April but trailed their DM counterparts. Emerging Asian equities rose in April. Among the top regional markets were Taiwan, South Korea an...
While many yields are at, or near, their historic lows, opportunity remains in select segments of emerging-market debt, triple B-rated corporate bonds and certain areas of the mortgage-securities market. A good way to approach value stocks has been to find those that are attractively ...
As the cyclical upswing takes hold, emerging markets are likely to benefit from the recovery. Asia is leading in terms of the emerging market recovery, followed by Europe, followed by Latin America. Andrew Balls, CIO Global Fixed Income, explains PIMCO's view. For further de...
Today's post rolls out the inaugural Risk Review column for the major asset classes, a monthly update that's the companion piece to the monthly performance report and risk-premia estimates. Risk analysis is a broad and deep subject and so this monthly update will be no one's idea of a...
After a decent start, emerging markets have lagged behind developed markets. Emerging markets don't necessarily correspond to neat value vs. growth or cyclical vs. defensive narratives. The best environment for emerging market economies is one of synchronized global growth. ...
With greater clarity on the sustainability of the economic recovery, we also saw the opportunity set across markets broaden to include sectors beyond those seen as the primary beneficiaries of an economic reopening. As expected, the recovery hasn't been smooth sailing for all, with su...
We stick to our pro-risk stance and tweak our tactical views as the U.S. leads a powerful global economic restart and our new nominal theme plays out. Stocks were little changed on the week as markets digested strong first-quarter earnings reports and bond yields eased. The Federa...
The market has been trading on forward assumptions for the entire duration of the pandemic up to and including the present day. One year ago, the world was coming to terms with the reality of the damage wreaked by the pandemic, but the stock market had it all figured out. On April 23,...
When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise. While the market signals we follow generally point to a constructive and "risk-on" economic and market environment for the rest of 2021,...
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Hitachi and Microsoft Enter Milestone Agreement to Accelerate Business and Social Innovation with Generative AI Redmond / Tokyo, June 4, 2024 - (JCN Newswire) - Hitachi, Ltd. (TSE:6501) and Microsoft Corporation announced a projected multi-billion dollar collaboration over the next ...
It's 2024. Can Technology Drive a New Nigerian Economy? LAGOS, NG, Jan 1, 2024 - (ACN Newswire) - Some 20+ years ago, in what keen observers have described as a "leapfrog" and as "the telecom revolution", Nigeria leapfrogged from 400 thousand landlines to 80 million mobile lines in ...
Fujitsu recognized as winner of 2023 Microsoft Japan Healthcare & Life Sciences Partner of the Year Award for its cloud-based platform for healthcare sector TOKYO, June 28, 2023 - (JCN Newswire) - Fujitsu today announced that it has won the 2023 Microsoft Japan Healthcare & ...