p.s. I had a question offline on what I think about EM fixed income... I like EM sovereign (USD + local cxcy) because cheap valuations, sentiment turning up, decent yields. Like the stocks better than the bonds, but the bonds definitely interesting.
Might cover this next week a bit more in my scheduled/intended semi-regular Off-Topic ChartStorm on fixed income
yes sir! I've had a lot of fun pulling them together too, so for sure will keep them coming. Next week hoping to do something on fixed income (aiming to do a bond related piece at least oncer per month to cover off that side of things).
Silly me. Reading through the report, I thought you'd missed the link between emerging markets and commodities, but then it popped up as the extra point.
Hopefully we will see a big improvement in the economics of the emerging countries to help to reduce poverty.
I was a bit confused on your comment that investor allocations are low as you show mutuals and ETFs separately. I'd have liked to have seen a combined line because I'd have thought there has been a shift away from the lower mutuals to the higher ETFs.
p.s. I had a question offline on what I think about EM fixed income... I like EM sovereign (USD + local cxcy) because cheap valuations, sentiment turning up, decent yields. Like the stocks better than the bonds, but the bonds definitely interesting.
Might cover this next week a bit more in my scheduled/intended semi-regular Off-Topic ChartStorm on fixed income
Like your “ Off Topic Chartstorm “ offerings!! The last two have been very timely for me. Please continue!!
yes sir! I've had a lot of fun pulling them together too, so for sure will keep them coming. Next week hoping to do something on fixed income (aiming to do a bond related piece at least oncer per month to cover off that side of things).
great stuff! thank you
cheers!
Silly me. Reading through the report, I thought you'd missed the link between emerging markets and commodities, but then it popped up as the extra point.
Hopefully we will see a big improvement in the economics of the emerging countries to help to reduce poverty.
I was a bit confused on your comment that investor allocations are low as you show mutuals and ETFs separately. I'd have liked to have seen a combined line because I'd have thought there has been a shift away from the lower mutuals to the higher ETFs.