Categories
- All
- ETF Education
- Value Investing
- Fixed Income
- Inflation and Rising Rates
- Quality for Volatility
- Megatrends
- Emerging Markets
- Quality Dividend Growth
- Capital Efficiency
- Digital Assets
- Model Portfolios
- ESG
- BTM Podcast Series
- Advisor Solutions Series
- Women in Asset Management Series
- Index Rebalance Series
Indian equities are on a tear this year, outperforming the MSCI Emerging Markets Index. Aneeka Gupta and Jeremy Schwartz highlight Indian equity performance in 2023 and outline how investors can tap into India’s earnings growth.
Read the article
Over the past three years, value has continued to outperform growth in emerging markets (EM). Aneeka Gupta and Jeremy Schwartz discuss EM central banks and China's consumption rebound.
Read the article
Indian equities have started off the year weak compared to global equities. Liqian Ren and Aneeka Gupta take a closer look at Indian equities and the drivers behind their performance.
Read the article
Gold miners have been a relatively disappointing investment over the last two decades, but the rise in gold prices is improving the outlook for gold miners’ profitability. Aneeka Gupta & Jeremy Schwartz discuss the potential longevity of the current rally for gold miners.
Read the article
Overall, 2022 was a tough year for equities, with value stocks being relative outperformers compared to growth stocks. Aneeka Gupta discusses value stock performance and some questions that remain on investors’ minds as we transition into 2023.
Read the article
In our view, the global economy is projected to avoid a deep downturn; however, we expect to see a series of individual country recessions take shape at different points in time. Aneeka Gupta outlines the likely recessions coming to the markets both in the U.S. and abroad.
Read the article
