EM Debt Could Be 2026 Fixed Income Star

The Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD) is projected to thrive in 2026 after a standout 2025, where it gained 16.36%. Its success stems from strong fundamentals, sound economic policies, and resilience amid geopolitical challenges. Anticipated monetary easing and favorable commodity prices support continued growth for emerging market bonds.

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Bonterra Energy: Winter To The Rescue

Bonterra Energy is positioned favorably due to the polar vortex, potentially raising natural gas prices amidst a shift towards a more profitable production mix. With reduced capital needs and improved debt management, the company is on a turnaround path, although weather unpredictability remains a risk. The fourth quarter may be crucial for its prospects.

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The Best Bond ETFs for Income in 2025: A Comprehensive Guide

In 2025, bond ETFs have become significant income sources due to stabilized higher interest rates. They outperform traditional savings through enhanced yield, liquidity, and diversification. The guide highlights top bond ETF categories including U.S. Treasuries, investment-grade, high-yield, and global bonds, showcasing examples tailored for different risk profiles and investment goals.

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The Real Grinch Of The Markets Could Be Japan

Japan’s potential interest rate hike poses significant global risks, with a strengthened yen and rising JGB yields. The country faces a high debt-to-GDP ratio exceeding 215% amid inflation pressures. The December 19th BOJ meeting could trigger shifts in capital, impacting US Treasuries and global markets.

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Nvidia’s Q3 Earnings Trounced Expectations. Here’s Why Wall Street is Still Selling

Nvidia reported $57 billion in Q3 revenue, surpassing estimates by $1.8 billion, with a 66% year-over-year growth in Data Center revenue. Despite initial excitement, NVDA stock fell nearly 3% due to broader fears about AI market sustainability. Nvidia’s $500 billion backlog offers some reassurance amid growing inventory concerns.

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Fed Watch: A House Divided?

The federal government shutdown has ended, turning focus back to the Fed’s potential interest rate decision for the December 10 FOMC meeting. There is a division among Fed officials regarding future rate cuts, with regional bank presidents advocating for caution due to persistent inflation, while some governors support aggressive cuts. Data from upcoming economic reports will guide decisions.

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The Case for Multi-Factor Investing in Economic Recovery

Multiple investment factors are off to solid starts in 2021, providing ballast for assets like the FlexShares Quality Dividend Dynamic Index Fund (NYSEArca: QDYN) . However, advisors and investors considering factor-based strategies should remember that factors, just like individual stocks, go through ups and downs.

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global coronavirus map with country statistics

An Emerging Markets Boom. A Model Portfolio that Benefits

The MSCI Emerging Markets Index is up nearly 9% to start 2021, and with that strong performance come questions from clients about revisiting developing economies. Advisors can meet that demand with model portfolios, including the Emerging Markets Multi-Factor Portfolio. “This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Emerging Market equities primarily using factor focused ETFs.

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