February 20, 2019
Brad here. One of the questions I’ve been getting recently has been whether international markets still make sense, with particular concerns around whether they are too risky. Anu Gaggar, our international analyst, makes a strong case that emerging markets still make sense—in many more ways now than in years past. I think she raises some excellent points and makes a strong case. Enjoy!
December 26, 2018
Brad here. As part of my Next World series on this blog, I have been discussing the themes and implications with Commonwealth analysts to try to determine what it will mean, over time, for how we invest. Anu Gaggar, our international analyst, put together this piece, which I think is worth sharing. Take it away, Anu!
August 16, 2018
Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad
June 12, 2018
With emerging markets hitting the headlines once again, today we have a great piece from Commonwealth analyst Anu Gaggar on what is going on and—more important—what to do about it. Take it away, Anu! — Brad
February 21, 2018
Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad
December 28, 2017
Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad
August 23, 2017
Today's post is from Anuradha Gaggar of Commonwealth’s Investment Research team.
Earlier this month, capital markets declined sharply at the very hint of rising tensions between the U.S. and North Korea. Now, it’s not surprising that many global citizens would be fearful at the thought of nuclear war and the far-reaching social, political, and economic effects that could result. What may be surprising, however, is that capital markets have historically been much more stoic in times of war.
