Practically takes Van de Shaw, Bruegel, S&P Global and more
Portfolio construction remains a hot topic. Just like emerging markets – and for the same reason: uncertainty that comes from the US, which has been the source of stability of the world for decades. Some investors now think differently and adjust their portfolios accordingly.
Portfolio piversity
Reconsideration of the traditional 60/40 portfolio (Sarmaya Partners)
Investors will probably soon witness an important secular shift in financial markets with interest rates, inflation levels and currency prices.
Infrastructure within a portfolio text (PMR)
Investing in infrastructure generally helps to diversify portfolios and offers downward risk protection and consistent income revenues.
Worth weight? Assessment of Gold’s Portfolio Utility (the SHAW)
Is gold so good a diversifier when his reputation suggests? This question is thoroughly answered in this report.
The Buffer ETFs promise to protect your portfolio (Alpha Architect)
Although Buffer ETFs are not inherently good or bad, they fall short in one critical area in the heart of risk management.
The goat stops where? FX Risk Deel for the long term (State Street)
Aaron Hurd, senior portfolio manager at State Street Investment Management, participates in a broad discussion about FX and Portfolio Construction.
Analysis of emerging markets
China Inc. goes to Global South in the era of rates (S&P Global)
Leading Chinese companies go to Global South in the midst of rising American rates for Chinese goods since 2018.
The search for loss absorption in Africa (Lazard)
Sovereine debt reduction is a slow and difficult process. This has been the case in Africa.
Weak dollars, strong em (investco)
EM local debt is sensitive to American dollar movements – it has a quarterly base with the American dollar index a correlation of 0.71.
The Chinese Economy: Stimulus without balancing (Bruegel)
Chinese industrial production has grown so that not even very strong exports have been able to absorb it all, resulting in overcapacity.
Dished 2025: emerging market debt stability in a stormy year (Manulife im)
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EM -Schuld has had a tumultuous year. What lies for this activa class, and how should investors think about it?
#Portfolio #diversification #opportunities