Recent Articles

EM Consumer Earnings Rebound Suggests Meaningful Value

October 17, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

EM Consumer Earnings Rebound Suggests Meaningful Value
Consensus earnings forecasts from Bloomberg for the Dow Jones Emerging Markets Consumer Titans 30 Index (DJECON Index) 2017 earnings is for a +49% gain. This growth is led by forecasted gains in Food Producers (+170%), Media (+150%), Travel & Leisure (+78%), Tobacco (+61%) and General Retailers (+33%) sectors. A further 26% gain is expected in 2018, followed by a third year of double-digit 13% growth in 2019....
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EM Equities Solid Performance Continues

October 13, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

EM Equities Solid Performance Continues
In 2017, emerging markets (EM) earnings are expected to grow at their highest rates since 2010, and the relative valuations remain attractive. This strength has driven the return of +28.1% in the MSCI EM Index thus far this year, outperforming the MSCI World Index (DM) which registered +16.5% year-to-date....
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Beyond the Bond Benchmark: Target Less Correlated Fixed-Income Sectors

October 03, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Fixed Income

The Bloomberg Barclays U.S. Aggregate Bond Index weightings do not foster diversification with correlations among the components high. However, there is diversification potential if we examine other sectors of the bond market – sectors that are less correlated....
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Challenges with the Bond Benchmark: Sector Diversification

September 26, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Investment Strategy

Challenges with the Bond Benchmark: Sector Diversification
The financial crisis of 2008 and subsequent government intervention has changed the complexion of the U.S. bond market. In 2007 the Agg index was 22% of U.S. Treasuries, but that has increased to 37% today. Factoring in debt issued by government agencies and mortgage-backed securities (MBS), the total government exposure is now over 70%....
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Emerging Markets Consumers To Watch

September 18, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

Emerging Markets Consumers To Watch
Emerging Markets are set to generate more than 60% of global urban consumption growth from 2015-30. Emerging economies with richly varied incomes, cultures, and spending habits are becoming ever more prominent features on the global consumption landscape as incomes rise....
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