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ILF: Low Valuations, But Too Much Risk At A Rather Pessimistic Outlook

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Two longtime headwinds may be turning into tailwinds for emerging market stocks: The Chinese economy and the US dollar. Read more here.

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US equities are up 3.2% YTD via SPY, which is a solid gain for such an early point in the year, but when measured in context with a number of foreign funds, it’s modest. Read more here.

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The world’s products are exchanged as never before, and with increasing transportation facilities come increasing knowledge and larger trade. Read more here.

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Latin America’s aggregate growth will slightly accelerate in 2025, but this overshadows slower growth across most countries. Read more here.

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Public debt in Latin America’s major economies is on pace to average 55 percent of gross domestic product this year.

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The U.S. stock market is struggling to find stability amid shifting economic policies, trade tensions, and concerns about stagflation.

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Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Read more here.

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The idea of a U.S. gold revaluation is making the rounds, though it’s far from a base case. Click to read.

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China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape. Click to read.

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In this blog, I review the performance of three indexes representative of asset classes that an allocator might include in a real asset bucket.

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The financials sector performed strongly in global markets during Q4, largely due to a combination of monetary easing and dovish commentary from key central banks.