Emerging markets
AI hardware, real assets and an EM play: 4 investment strategies from the studio
President Donald Trump’s indefinite extension to the U.S.-Iran ceasefire dominated market chatter on Wednesday, with asset prices reflecting a mixed picture. European and Asian stocks were in mixed territory, as futures markets pointed to major U.S. indices opening slightly higher. Here are four investment strategies we heard out of CNBC’s London studios on Wednesday to […]
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Trump’s foreign policy is not derailing Latin American stocks’ bull run
U.S. stocks underperformed global peers last year as President Donald Trump’s trade policies and apparent threats to Federal Reserve independence contributed to periodic bouts of investors opting to “sell America”. Latin American markets were a major beneficiary. Trump’s approach to the region so far in 2026 has included an operation to seize and extract Venezuela’s […]
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One year on from Trump’s ‘liberation day,’ global investors are rethinking American exceptionalism
U.S. President Donald Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington, D.C., on April 2, 2025. Leah Millis | Reuters A year ago, on April 2, 2025, U.S. President Donald Trump appeared in the White House Rose Garden with an announcement that would become one of the defining […]
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Who’s most optimistic about AI — and who isn’t, according to Anthropic
Samuel Boivin | Nurphoto | Getty Images People in Sub-Saharan Africa and Asia are more optimistic about artificial intelligence than those in Western Europe and North America, according to a report by Anthropic that surveyed around 81,000 people in 159 countries. The study, published Wednesday, revealed how economic gains from AI usage formed the main […]
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BlackRock’s Rick Rieder is locking in attractive yields in this corner of the bond market before the opportunity slips away
The window is still open for investors to grab attractive income in the bond market, but it won’t last forever, according to BlackRock’s Rick Rieder. These days, he is gravitating toward emerging market bonds, and locking in double-digit yields before the opportunity slips away. Bond yields move inversely to prices. “I’ve never seen this sort […]
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JPMorgan prefers international stocks to America’s — here’s where it sees opportunities beyond Wall Street
Erratic policy decisions, bubbling geopolitical tensions and concerns about the Federal Reserve’s independence have left some investors pivoting away from U.S. assets over the past year — and JPMorgan is among them. In a wide-ranging Monday note, equity strategists at the investment bank said they remained long emerging markets versus developed markets, and that within […]
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If you missed big international stock market rally in 2025, it’s not too late to start making money overseas
ETF Edge If you missed big international stock market rally in 2025, it’s not too late to start making money overseas Published Fri, Jan 30 202610:26 AM ESTUpdated 3 Hours Ago Krysta Escobar WATCH LIVE Source
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Unshaken: Why Brazilian stocks have looked past the Venezuela attack
While the U.S. military operation in Venezuela has spurred concerns around the world over international law violations, global financial markets have appeared unaffected by the developments , even stocks right next door in Latin America’s largest economy. Earlier this month, the U.S. conducted a large-scale attack on Venezuela, during which Venezuelan President Nicolás Maduro and […]
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Emerging markets had a bumper year — here’s what could be in store in 2026
Emerging markets are poised to end 2025 on a high, as a flurry of positive momentum propelled their stock indexes to record highs that many expect will be extended even further in the new year. The MSCI Emerging Markets Index — comprised of large- and mid-cap stocks listed across emerging markets countries — has surged […]
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Goldman Sachs unveils its 10-year playbook — and AI is at the heart of it
Artificial intelligence and emerging markets are set to define the next decade, according to Goldman Sachs. The Goldman Sachs 10-year global outlook, released on Wednesday, sets out the investment bank’s expectations leading up to 2035. The longer-look report is designed to complement forecasts from the firm’s economists. “While cyclical forces will periodically influence markets, the drivers […]
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