Emerging market assets have mostly had a gangbuster 2017 across the board, from stocks to bonds and currencies. But some macroeconomic headwinds and "idiosyncratic" or country-specific risks...
Results for: Performance
July 20, 2017
Among the lingering misconceptions about emerging markets is that they are proxy plays on commodities, prices of which presumably drive returns in developing country stocks. Historical...
ALL TAGS
- 2017
- 60/40 equity-to-fixed income portfolio
- Active Management
- active managers
- active-passive investing
- ADRS
- Advisor Education
- advisors
- Albuquerque Business First
- Alternative Funds
- Anne Lundberg
- Apple
- Article
- Asia
- asset allocation
- Audio
- Australia
- Automakers
- balanced portfolio
- Bank Loans
- Barrons
- Batteries
- behavioral finance
- Ben Kirby
- BENCHMARK AGNOSTIC
- BETTER WORLD INTERNATIONAL
- Better World International Fund
- biases
- Biden
- Bimal Shah
- Bitcoin
- Blair Naylor
- Blockchain
- Bloomberg
- BLUE CHIP
- Bond Funds
- bond market
- Bond markets
- Bond Strategies
- bond yields
- Bonds
- Border Trade
- Brazil
- Brexit
- Brian McMahon
- BRICK-AND-MORTAR
- bubble
- Butterfly Effect
- Caixin
- Cambridge Analytica
- CAPITAL APPRECIATION
- Capitol Hill
- carbon mitigation
- Carter Sims
- Central Bank
- CHAOS
- Charles Wilson
- China
- Christian Hoffmann
- Christopher Kuhl
- Client Approved
- CNBC
- CNBC Asia
- CNN Business
- COLLABORATION
- Commodities
- Community Engagement
- Concord
- CORE ASSET CLASSES
- coronavirus
- corporate bonds
- corporates
- covid-19
- COVID-19 Fed response
- covid19
- credit risk
- creditworthiness
- CRUDE OIL
- Cryptocurrency
- CURRENCY RISK
- currency risks
- damage
- David Ashley
- debt
- defaults
- deflation
- DEI
- developing countries
- Developing Expertise
- developing markets
- developing world fund
- Developing World Strategy
- Developing World UCITS
- DIGITAL PAYMENTS
- digitization
- DISRUPTIVE TECHNOLOGIES
- Diversity Equity Inclusion
- DIVIDENDS
- divorce
- Domestic Loan Growth
- Dominic Alto
- downside capture ratio
- EARNINGS
- economic conditions
- ECONOMIC GROWTH
- economic policies
- economic recovery
- Economic Reforms
- ECONOMICS
- ECONOMY
- education savings
- ELECTION
- Electric Vehicles
- em allocation
- EM equity index
- EM strategy
- emerging market bonds
- emerging market equities
- emerging market investing
- EMERGING MARKETS
- emerging markets strategy
- employment
- energy
- energy prices
- environmental
- equities
- equity
- Equity Funds
- equity income
- equity markets
- Equity Strategies
- ESG
- ESG Investing
- ETF
- etfs
- europe
- European Union
- eurozone
- Eve Lando
- Ewallets
- EXPLANATORY POWER
- fed
- fed rate
- Fed rate cut
- Fed reserve interest rates
- Fed response
- Federal Reserve
- Federal reserve exchange rate
- Federal reserve interest rates
- Fiat Currencies
- Financial Advisors
- FINANCIAL MARKETS
- financial planning
- Fiscal policy
- fixed income
- Fixed Income Funds
- FOMC
- FOREIGN EXPOSURE
- Fox Business
- french election
- frontier markets
- FUNDAMENTAL ANALYSIS
- Funds Society
- Garrett Thornburg
- GDP
- GDP growth
- generalist approach
- geopolitical risk
- global allocation
- Global Distribution Team
- Global Economy
- global equities
- Global Equity
- Global Fixed Income
- global forecast
- global investing
- Global Markets
- Global Opportunities Fund
- Global Opportunities UCITS
- governance
- Government
- Government bonds
- green bonds
- green shoots
- Green washing
- Greg Dunn
- growth stocks
- Hard and Soft Data
- HEDGE FUNDS
- HEDGING
- High Yield
- high-yield bonds
- high-yield returns
- hurricane
- Ignites
- impact investing
- income
- Index level
- INDIA
- INFLATION
- inflation risks
- Institutional Relationships
- Insurance
- interest rates
- Intermediate Municipal
- Intermediate Municipal Fund
- International Equity
- International Equity UCITS
- international growth
- INTERNATIONAL INVESTING
- International value Fund
- inventory
- investment
- Investment Consultants
- Investment Income Builder
- Investment Income Builder (UCITS)
- Investment Income Builder Fund
- investment opportunities
- investment returns
- Investment strategy
- INVESTMENT TEAM
- investors
- Investors Business Daily
- IRON ORE
- Italy
- Jake Walko
- Jan Blakely Holman
- Japan
- Jason Brady
- Jeff Klingelhofer
- Jennifer Pittman
- John Bonnell
- John Hackett
- Joseph Feloney
- Josh Rubin
- Julia Sze
- Korea
- Laddering
- Lei Wang
- Levered Loans
- LI KEQIANG
- LIMITED PARTNERSHIPS
- Limited Term Income
- Limited Term Income Fund
- Limited Term Income UCITS
- Limited Term Municipal Fund
- LIQUID ALTERNATIVES
- LIQUID FUELS
- liquidity
- LNG
- Lon Erickson
- long/short strategies
- low interest rates
- Low Vol ETFS
- macro
- MACROECONOMICS
- Managing Legacy Wealth
- Manufacturing
- Mark Zuckerberg
- market
- Market Correction
- market correlations
- MARKET CYCLES
- MARKET PANIC
- market selloff
- market volatility
- Markets
- MarketWatch
- Matt Burdett
- Mexico
- Mid-Cap
- MIDDLE-CLASS GROWTH
- Mike Fox
- Millennials
- mission-driven
- Mobile Payments
- MONETARY POLICY
- Monetary Regulations
- MONETARY TIGHTENING
- Morgan Stanley
- Morningstar
- MSCI All Country World
- MSCI Emerging Markets
- MULTISECTOR BONDS
- Multisector Opportunistic Strategy
- muni bonds
- muni funds
- muni market
- municipal bond market
- Municipal Bonds
- munis
- MUTUAL FUNDS
- Nancy R. Lazar
- North Korea
- nuclear weapons
- OIL
- oil and gas markets
- OIL SUPPLY CHAIN
- ONLINE COMMERCE
- OPEC
- Operations
- opportunities
- overseas outperformance
- passive factor investing
- passive managers
- PASSIVE VS ACTIVE INVESTING
- performance
- Personal Finance
- PETROLEUM EXPORTING
- Philanthropy
- planning
- Platforms
- Podcast
- political risks
- politically driven investing
- POLITICS
- populism
- portfolio allocation
- Portfolio Analytics
- portfolio management
- powell
- Powell Put
- President Temer
- Press Release
- PRICE PER BARREL
- Prime Minister Theresa May
- productivity
- qe
- QUALITY COMPANIES
- quantitative tightening
- R shares
- R6
- raising rates
- Randy Dry
- rate cut
- rate exchange
- rate hikes
- rate increase
- rates
- Recapitalization Bonds
- recession
- recovery
- renewables
- repo
- Retirement
- Retirement guide
- rising interest rates
- Rising Rates
- risk
- risk-adjusted returns
- risk/reward
- robo advisors
- Samsung
- Santa Fe
- Santa Fe Opera
- Sean Sun
- security selection
- Sell-Off
- Shanghai
- Shenzhen
- short duration
- Short Duration Municipal Fund
- Small-Cap
- Smart Beta
- SmartPhones
- SMID
- social
- social impact
- Social Security
- south africa politics
- sovereign bonds
- Spiritual Investing
- Steel manufacturing
- Steven Klopukh
- stimulus
- Stock market fundamentals
- Stock market rebound
- stock prices
- stocks
- Strategic Income Fund
- Strategic Income Fund UCITS
- Strategic Municipal Income Fund
- SUSTAINABILITY
- sustainable investing
- Taiwan
- tax-exempt
- Taxes
- TD Ameritrade
- Team Building
- TEAMWORK
- tech bubble
- tech giants
- Technology
- telecoms
- testimony
- TH4047
- the age of amazon
- the federal reserve
- The New York Times
- Thornburg Foundation
- Ticker.com
- Tim McCarthy
- TRADE
- Trade conflict
- treasuries
- Trump
- Turkey
- TV
- U.K.
- u.s.
- U.S. Dollar
- U.S. economy
- U.S. Elections
- u.s. equities
- u.s. equity
- u.s. federal reserve
- U.S. Jobs
- U.S. Stocks
- U.S. Treasury Yields
- UCITS Funds
- UIB
- ultra-short notes
- unemployment
- Unemployment Rate
- United Kingdom
- value stocks
- values
- Video
- virus
- VOLATILITY
- vrdns
- VRDOs
- Wall Street Journal
- Wall Street Transcript
- William Loehning
- women
- WORLD CUP
- World Population
- Xi Jinping
- Yahoo Finance
- Yield
- yield curve
