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
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
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
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
‘Be the first to spot anomalies’: How int’l FAs can fend off criminal activity
You are looking into your book of business. One of your big accounts is having some problems with a very large security. The security is there in the books, but for some reason the system cannot price
Why I’m buying Mexico and Argentine bonds
Last month I wrote about the possibility of contagion in the emerging markets but since then things seem to have become a little more stable. No market has blown up and after no signs of contagion