I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis.
Here’s a sample from this week’s equities section reiterating views on Emerging Markets:
I’m going to repeat my commentary on EM which thankfully has been a great investment over the past 2 years. While I completely understand that emerging markets will not be immune to any selloff in developed markets driven by central bank tightening, I remain a bull on many of these markets such as Brazil (EWZ) and India (INDA). I also like Vietnam (VNM). Emerging markets have had a great run this year, better than US markets but I expect outperformance for years to come both from a growth and valuation perspective. US stock markets have just pulled forward so much in terms of future returns.
To read more about all of the asset classes and ways to play by following my own moves, click here.
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.