Market Ethos - Getting positive on Emerging Markets

Published by RWL on May 14, 2024

So why are we turning more positive now after so long? First off, it is not all rosy, as there are some big headwinds as well as tailwinds. If everything were positive, EM would have already ripped higher. Investing is about probabilities, with an eye... Read more
Investor Strategy: Goldilocks and the bad news bears

Published by Dolores Jandoc on May 13, 2024

Take your pick. There is no shortage of both good and bad news floating about the financial markets. To be fair, this is always the case. The hard part is understanding which side is stronger today and which side will be stronger tomorrow. So far in 2024... Read more