Brandywine Global Investment Management – Advisor's Edge

Investing in Emerging-markets Currencies Post-invasion

bellemarey — Mon, 25 Apr 2022 21:00:38 +0000

Currencies with correlations to commodities look attractive.

bellemarey — Mon, 11 Apr 2022 21:30:50 +0000

Opportunities could arise in select emerging markets, PM says.

bellemarey — Mon, 12 Apr 2021 21:00:10 +0000

Global cyclical currencies may offer opportunities.

bellemarey — Wed, 31 Mar 2021 21:00:03 +0000

The improved outlook for commodities will also help emerging markets.

bellemarey — Mon, 22 Jun 2020 20:00:41 +0000

Risk within the asset class can be managed with diversification.

Hiral Mehta — Wed, 03 Jun 2020 20:00:21 +0000

From emerging to advanced markets, the current crisis has had a substantial impact.

Hiral Mehta — Wed, 20 Nov 2019 21:00:55 +0000

As trade tensions ease and U.S.-dollar strength diminishes, identify what’s undervalued

Hiral Mehta — Mon, 11 Nov 2019 21:00:21 +0000

As yields go negative, EM might be the fix for fixed income.

Hiral Mehta — Wed, 19 Jun 2019 20:00:17 +0000

Mexico is a bright spot, while there's still reason for caution in Argentina and Turkey

Hiral Mehta — Wed, 12 Jun 2019 20:00:28 +0000

Outlook for the euro and pound