Global Market Thought Leaders
Emerging-Markets Equities: The Case for Selectivity
EM assets have lagged as an investment, and more challenges lie ahead. Look for targeted plays, and lean toward Asia.
Henry H McVey
June 1, 2015
What Does U.S. Dollar Strength Mean for Emerging Markets?
The greenback’s gains are likely to be modest, and many EM economies have reduced their vulnerability with structural reforms.
October 19, 2014
Hanging in the Balance: 6 Top Investment Managers Share Their Insights
AllianceBernstein on the People’s Bank of China, KKR on the global recovery and more.
October 12, 2014
The Best of GMTL: 5 Top Investment Managers Offer Their Views
BlackRock, KKR, PIMCO and other Global Market Thought Leaders share insights and analysis on the housing market, commodities and more.
May 24, 2014
A Quick Tour of Emerging-Markets Value
After the sharp summer sell-off, emerging-markets assets have strengthened. Not everything is cheap, but there are bargains.
September 23, 2013
Dislocation and Opportunity in Commercial Real Estate
It took time, pain and deleveraging, but reviving real estate provides a healthy mix of situations on which to capitalize.
September 18, 2013
Companies Can Do More to Unlock Shareholder Value
There are still some well-managed companies loaded with cash that can please investors by aggressively using their balance sheets.
September 17, 2013
The Party’s Over: The New Case for Commodities
With the commodities supercycle over, prices seem sure to fall. But that’s no reason not to consider the upside of iron ore and oil.
Seth J Masters
September 9, 2013
How to Pick the Best Inflation-Hedging Stocks
For equities to be an effective bulwark against inflation, managers look for companies with pricing power and dividend growth.
Bob Greer and Raji Manasseh
August 13, 2013
Big Data Provides Big Risk and Big Opportunity
A zettabyte is a one followed by 21 zeroes. That’s the scale on which investors now have to think when investing during this ‘big data’ revolution.
March 13, 2012