Emerging Markets Update with Mark Mobius
We catch up with the pioneer of emerging and frontier markets investing, now under lockdown in Durban, to get his thoughts on the economic and social implications of Coronavirus, the impact of a strong dollar on the asset class and whether a 23-stock portfolio really provides enough diversification in volatile times.
2020 Fixed Income Outlook
What’s top of mind for fixed income investors in 2020? For Gene Tannuzzo, it’s trade. Tannuzzo also notes the divergence between the weak economic activity abroad, particularly in industrial sectors, versus the strong service sector and the strong consumer in the U.S.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
US Stocks Pop on Strong Jobs Data
US stocks rose as the April jobs report surpassed forecasts. The data showed a strong gain in nonfarm payrolls and a decline in the unemployment rate to a 49-year low.