Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
591 Views
EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
550 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
265 Views
USD Geared for Rally in EM/Asia Warns of Equity Cycle Inflection
MXN (USDMXN CURNCY) and Zar (USDZAR CURNCY) bull triangles are maturing to a point where an upside breakout is due that would induce high momentum...
500 Views
GEM Fund Q1 2020 Performance Review: Active Funds Suffer as China Outperforms
The first quarter of 2020 was a challenging one for Global Emerging Market active managers. Active GEM fund Q1 Returns -25.05% on average vs...
603 Views