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Costco Tops Fiscal 1Q18 Estimates

Costco Wholesale (COST) reported stronger-than-expected fiscal 1Q18 results, surpassing analysts’ expectations for both sales and EPS (earnings per share).

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Pre-Market Report: Global Markets Are Weak on December 15

After a pullback on Thursday, the Shanghai Composite Index opened lower on December 15 and fell to five-week low price levels.

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US Markets Had a Mixed Performance on December 14

The S&P 500 started this week on a stronger note. Despite a strong start, the market lost momentum as the week progressed and fell on Thursday.

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Can Kohl’s Stock Pick Up Some Momentum?

Kohl’s (KSS) stock price has risen 1.8% on a YTD (year-to-date) basis as of December 12.

RECENT Global RESEARCH

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Should Investors Consider Selling in May?

The US stock market as depicted by the S&P 500 Index (SPY) (SPXL) (IVV) closed 2016 with gains of 11%.

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Fallen Angels: When Higher Credit Quality Matters

VanEck Fallen angel high yield bonds were up 4.8% year to date through April 30, outperforming the broader high yield bond market which rose 3.9%.1 (This follows 2016’s strong performance which…

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France's Election: Why the First Round Was Good for Markets

The first round of France’s presidential election was conducted on April 23, 2017. There was a sense of anxiety among market participants.

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The Return of Market Uncertainty: Your April Risk Guide

Risk aversion is on the rise again as investors begin to question President Trump’s trade policies and as we’ve begun to see changes in asset allocations.

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Why the Market Is Obsessed with Interest Rates

The increase in interest rates has a ripple effect on the economy and the stock market (SPXL).

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Trump-Induced Sector Valuations Offer Opportunities

Despite the stellar run that financials (FAS) have had since the US elections in November 2016, financials are trading at very reasonable levels.

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Sector Scorecard for 1Q17: Industrials Are on the Rise

Buoyed by the improving economy, US corporate earnings jumped 7.9% YoY (year-over-year) in 4Q16, according to data from Thomson Reuters.

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2017 Outlook

In response to accusations of flip-flopping, John Maynard Keynes purportedly quipped, “When the facts change, I change my mind. What do you do, sir?” With 2017 in full swing, the…

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What's In Store For Equities In 2017

In response to accusations of flip-flopping, John Maynard Keynes purportedly quipped, “When the facts change, I change my mind. What do you do, sir?” With 2017 in full swing, the…

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Time to Rethink the Role of Emerging Market Bonds

Since the US presidential election, emerging markets have bounced back as though the election never happened.

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Jan Hatzius: 2017 Should Balance Pro-Growth and Protectionism

In a February 3 interview, Jan Hatzius, the chief economist at Goldman Sachs, noted that President Trump’s pro-growth policy decisions should outweigh any impact from protectionism in 2017.

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Is It Time to Be Opportunistic in Emerging Market Bonds?

Trump’s unexpected presidential victory caused short-term uncertainty about markets and policies. His win reinforced a reflationary theme in global markets.

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E-Commerce in Emerging Markets: The Biggest Growth Opportunity

Achieving higher returns amid the rising market volatility, record-low interest rates, and global uncertainties is a huge challenge for investors.

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Why Is EDL Capital Bullish on Russia?

With Trump’s perceived warmth toward Russian President Vladimir Putin, the possibility of Russian economic sanctions being removed has emerged.

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How Emerging Market Bond Credit Ratings Affect Returns

In recent years, emerging market (EMLC) (HYEM) ratings have improved considerably due to the strengthening macroeconomic framework as well as years of reforms.

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Is Emerging Market Debt Teeming with Yield Opportunities?

Emerging market (or EM) bonds (PCY) offer diversified exposure with higher yields compared to their developed market equivalents (IHY).

Emerging Market Bonds Continue to Rally

Emerging market (or EM) debt (EMLC)(HYEM) has, over the last several years, struggled as an asset class.

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VanEck Launches Two New Intermediate-Term Municipal Bond Funds

In September 2016, VanEck introduced two new ETFs that provide exposure to intermediate-term municipal bonds.

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Finding Investment Opportunities in Gloom-and-Doom Economy

In its October World Economic Outlook report, the IMF estimated that the global economy will likely continue to slow down, reaching growth of 3.1% in 2016.

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China: A $12 Trillion Economy You Shouldn't Ignore

While China may not be posting the double-digit growth numbers of a decade ago, we believe the country continues to offer interesting investment opportunities.

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