By Hyun Kang Research Analyst Key Takeaways Goldman Sachs recently identified another basket of stocks, the “Seven Samurai,” which includes seven Japanese companies that have contributed significantly to equity returns in the domestic market. The Seven Samurai delivered a cumulative return of 137% over the past three years, outperforming the Magnificent...

The path to the US’s energy future is becoming obvious. Over time, nuclear will become one of, if not the primary, sources of energy feeding our ever-growing demand for electricity. China and India are far ahead of the US on this, with hundreds of new reactors slated for construction. The problem is our projected increase [...] The post Why an MLP...

As an advocate of sound fiscal policy and a strong believer in the power of free markets, I find Argentina’s recent economic overhaul under President Javier Milei not just refreshing but essential in today’s world of bloated government spending. Since taking office in December 2023, the libertarian leader has had to make some hard choices [...] The...

By Eric Fine, Portfolio Manager, Head of Active Emerging Markets Debt As we wait on the Fed and watch the US fiscal rise, emerging markets are showing why they deserve a deeper look from investors. The VanEck Emerging Markets Bond Fund was down 1.5%, compared to down 2.1% for its benchmark, the 50% J.P. Morgan [...] The post Fed Waiting Game: An EM...

I love to drive my truck and my motorcycle. I even like being a passenger while someone else drives. If the plan includes a road trip big or small, I’m in. When I lived in Maryland, I loved to take day trips to Ocean City or Philadelphia. Now that I live in Florida, a much [...] The post Who’s Up for a Little Gas Pump Revenge? appeared first on ETF...

By Imaru Casanova, Portfolio Manager, Gold and Precious Metals Gold continued to rally in April, trading above $2,400 during the month. The convergence of diverse economic and geopolitical factors suggests the potential for gold to further bolster its gains. Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring...