Despite every effort from policymakers and central bankers, the emerging markets sell-off continues – and there are more warnings that this might settle in for the long haul. Emerging market economies are bigger and more closely linked to developed market economies than ever before and the term can seem increasingly obsolete when applied to a […]
Real estate vs. the stock market There’s been a lot of debate as to whether I should recommend real estate as an investment, given predictions of a 20% drop in housing prices. To prove that real estate can still be a smart investment decision I’ve examined potential returns of both…and the results may surprise you. […]
Emerging Market Distress Political and economic uncertainty in emerging markets (EM) has become a significant risk for today’s investors. World equity markets have waned over the past few days, 10-year Treasury yields are down approximately 13 basis points, and the S&P 500 Index is down 3% since January 20. EM equities are also down roughly […]
Why an emerging markets panic may be justified
Despite every effort from policymakers and central bankers, the emerging markets sell-off continues – and there are more warnings that this might settle in for the long haul. Emerging market economies are bigger and more closely linked to developed market economies than ever before and the term can seem increasingly obsolete when applied to a […]