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Backed by strong GDP growth and a relatively calm geopolitical environment, India has witnessed one of the best recoveries and further growth relative to other major economies since the Covid-19 crisis—and it hasn’t looked back since. Against this backdrop, Ayush Babel and Jeremy Schwartz explore how India can be accessed in a more efficient way with our India Earnings Fund.
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President of Bianco Research, Jim Bianco, recently published his Q2 Investor Letter. Jeremy Schwartz and Jim Bianco recap the letter.
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On a recent episode of the Behind the Markets podcast, Ylli Bajraktari, CEO of the Special Competitive Studies Project, joined to share valuable insights into how the U.S. can maintain its competitive edge in the face of rising global technological rivalry. Jeremy Schwartz recaps their conversation.
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Following India’s 2024 election, Modi promised bold reforms in his third term and pledged to grow India to the third-largest economy in the world by the end of this decade. Ayush Babel and Jeremy Schwartz discuss where they see the future of India’s economy heading and why India continues to be one of our favorite emerging markets growth stories.
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Our Global Chief Investment Officer, Jeremy Schwartz, recently joined Advisor Perspectives’ Gaining Perspective podcast to share his latest takes on the economy, inflation, interest rates, market valuations and more.
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Equity risk premiums are back in focus as interest rates and Treasury yields rise. What does this mean for equity markets? Jeremy Schwartz and Brian Manby discuss why investors should consider stocks for the long run.
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