Category: Investment

Sep 17

Taking a low volatility approach to uncertain markets

After experiencing uncharacteristically low volatility in equity markets for a number of years, investors have felt the uptick in volatility more recently. The CBOE Volatility Index (VIX) is an indicator

Sep 14

Portion control isn’t just for meal time

Late last summer, I returned to New York after two weeks at the Delaware Shore. Oddly, I felt horrible. I was at the highest weight of my life, with sluggish

Sep 11

False narratives: The myth of ‘superior’ emerging market growth

Many investors operate under the assumption that emerging markets (EM) equities can generate superior returns simply because EM countries generate higher rates of economic growth than the developed world does.

Sep 08

Caught between uncertainty and easy money

Stock prices have spent August caught in a tug-of-war. On one side: increasingly accommodative central banks and easier financial conditions. On the other side of the rope: rising economic uncertainty

Sep 02

The pros and cons of currency hedging

The currency conundrum continues. With the dollar maintaining its strength versus other currencies, the question of whether to hedge that currency effect remains an important one for U.S. investors considering

Aug 30

Private equity continues to invest in midstream

Amid the ongoing volatility of equity prices, underlying midstream fundamentals continue to be healthy. Midstream throughput, as measured by the production of oil, natural gas, and natural gas liquids (NGLs),

Aug 27

Meet the strategist: Ben Powell

We recently chatted with Ben Powell, BlackRock’s Chief Investment Strategist for the Asia Pacific (APAC) region, to learn more about him. This post features highlights from our discussion with Singapore-based

Aug 24

Gold and Precious Metals Mining Equities—Regaining Their Luster in 2019

Gold and precious metals mining equities—as represented by the Philadelphia Gold and Silver Index (XAU)—are performing solidly in 2019, having climbed 36.5% year-to-date through August 9.  Changes in the macroeconomic

Aug 21

Autumn breezes: 5 investing themes to consider

It may not feel like it yet, but fall is just around the corner. And just as the return of autumn offers the relief of cool breezy spells, but interspersed

Aug 18

Dispelling false analogs in Emerging Market Fintech

China’s success in financial technology inspires legions of EM fintech hopefuls worldwide, spurring them to frenzied product expansion. Private and public market investors consider EM fintech an assured tale of