In light of recent major developments related to the US elections and prospects for COVID-19 vaccines, this month’s commentary examines the investment case for emerging market small caps amid an increasingly favorable macro backdrop.
While the housing and auto industries have been meaningfully impacted by COVID-19, prospects for a recovery and sustained growth the next several years are quite good. Read our latest commentary on the US housing and auto industries.
Featured Commentary
Beyond China – Growing Opportunities Within Emerging Markets Small Cap
By Chad Cleaver, CFA
In light of recent major developments related to the US elections and prospects for COVID-19 vaccines, this month’s commentary examines the investment case for emerging market small caps amid an increasingly favorable macro backdrop.
Housing and Autos
By Michael Buck
While the housing and auto industries have been meaningfully impacted by COVID-19, prospects for a recovery and sustained growth the next several years are quite good. Read our latest commentary on the US housing and auto industries.