Recent Market Commentary
Chinese equity markets have been depressed for some time, so we look to the east for this weekend's video: Emerging Market Equities – Poised for a Rebound? Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss:
Why our global capital markets model considers Chinese and Emerging Market (EM) equities to be undervalued;
The factors that make Chinese and EM equities attractive;
Why these equity markets could be poised for a rebound.
The title of this month’s View from the EDGE® newsletter is: Investing in a Time of Radical Uncertainty, which we feel aptly describes how it feels particularly difficult for today's investors to anticipate the future of the economy and the markets. Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen will review our outlook for the global capital markets across the asset classes we model and discuss the unusually wide gap between the potential optimistic and pessimistic scenarios that could play out in the months ahead.
In this weekend video, 3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss the recent invasion of Israel by Hamas. News of the invasion is one of those events that renders all other news irrelevant. With a heavy heart, we discuss the potential impact of this deeply distressing human tragedy on global capital markets.