Goldman Sachs Dials Back Emerging Markets Exposure

Goldman Sachs Dials Back Emerging Markets Exposure

The U.S.-China trade war is certainly injecting a dose of distaste for certain markets and one in particular is opportunities overseas in the form of emerging markets. Specifically, global investment firm Goldman Sachs is saying “enough is enough” in the EM space with significant risks ahead as the U.S.-China trade spat continues to bring uncertainty to the capital markets. “We have scaled back overweight exposure to EM (emerging market) currencies and EM debt until we gain clarity on the direction of travel for both U.S.-China trade relations and global growth,…

Astoria Will Be Presenting at the Annual Inside Smart Beta Conference

Astoria’s Founder and CIO, John Davi, will be presenting at the annual Inside Smart Beta Conference on June 3rd. John Davi will discuss the following topics: The usage of Smart Beta ETFs in multi-asset portfolios Differences in Smart Beta index methodologies Astoria’s portfolio construction process Click here for more details Best, John Davi Founder & CIO of Astoria For full disclosure, please refer to our website: Click here for Photo Source Source links

Time For Global Infrastructure ETFs

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Gary Stringer, president and chief investment officer of Memphis, Tennessee-based Stringer Asser Management. The global economy is stabilizing at a lower, but more sustainable, growth rate than we saw last year. Recent data already suggests that U.S. economic growth is coming back down toward a more sustainable level, which we estimate to be in the 2.0-2.5% range.     Why Infrastructure This…