emerging markets

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

One of the classic signs that the credit cycle is nearing the end is that borrowers that shouldn’t be getting financed not only get funded, but get it at terms that...

Just wanted to quickly share this chart - it shows consumer sentiment across developed and emerging economies (GDP weighted) using the Reuters/Ipsos Consumer Sentiment...

Some stock pickers are diversifying into riskier areas such as emerging markets and deep value situations to boost returns. There is definite upside, but also...