Now is not the time to sell (or buy)

Last December I wrote in this column that we felt a rally was on its way. At that time we liked equity in the US and emerging Markets with a focus in Latin America on Brazil and Argentina.

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Why I’m upping risk assets by 10%

Emerging markets did even better, with Brazil and Argentina rising almost 20% for the month. It was a similar start to the year in 2018 but

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Why I’m going long US and EM equities

The final few weeks of last year were full of drama, the markets’ wild movements scaring and wounding many investors as over 90% of all the

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Four reasons why there’s still a rally to come

In October, I recommended it was time to start dipping your toes back in the market, especially in emerging markets (EM), given that it seemed that some of the volatility had subsided

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Why I’m sticking with Mexico and buying Brazil

In October, I recommended it was time to start dipping your toes back in the market, especially in emerging markets (EM), given that it seemed that some of the volatility had subsided

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