Don't Rule Out the BRICs
Analytically sound concepts need not always translate into durable investment approaches -- and for good reasons
PIMCO Dethroned as Emerging-Market Bond King
Stone Harbor Fund rises to top of emerging market heap, as PIMCO is battered by strong dollar and big bets on Brazil.
‘It’s Exactly the Right Time to Buy’: Research Affiliates’ Brightman
CIO of Research Affiliates says that recent market volatility presents opportunities for investors, but argues for truly diversified portfolios.
Russia Can’t Help Being a Gold Bug
The dramatic drop in the price of gold makes Russia look like a classic sucker, but it’s not that simple.
Vanguard Adjusts 4 Global Funds
The fund giant adds small-cap stocks to four international equity investments but doesn’t raise fees.
The End of Mark Mobius’ Reign as King of Emerging-Market Stocks
The pioneering advocate for small, growing economies suffers a dry spell.
Time for a BRIC Breakup
The inability of Brazil, Russia, India and China to collectively outperform peer emerging market nations indicates that something is badly amiss with the BRIC concept.
Emerging-Market Crises Show Way for Russia: El-Erian
Russia must take plenty of action and change course on Ukraine as well, the economist argues.
Investors Don’t ‘Get It’ When It Comes to China: O’Neill
The emerging markets move in divergent ways, and several in Asia are booming, former Goldman Sachs economist Jim O'Neill says.
Gundlach: Inflation Worries ‘5 Years Too Early’
DoubleLine CEO Jeffrey Gundlach says “the market is not terribly concerned on the long end” when it comes to interest rates.