Strategy Dashboard – Metals Rockin’ Out

Strategy Dashboard: Metals Rockin’ Out Q2 – May 2024 View & Download PDF Version Metal prices have come alive in 2024, with a handful posting double-digit gains on a year-to-date basis. This despite a strong US dollar, which tends to put a damper on...

5 Minute Macro – Emerging Markets Breaking Out

Just like the beloved Toronto Maple Leafs, the past decade has not been kind to Emerging Markets. Unlike the Leafs, Emerging Markets have broken through and are beginning to outperform. In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Tyler...

Ask Forstrong – Emerging Markets: The Bull Is Back

Ask Forstrong: Emerging Markets: The Bull Is Back May 2024 View & Download PDF Version Ask Forstrong: Are emerging market equities entering a new bull market? Key Takeaways: The last emerging markets boom was driven primarily by China’s rapid industrialization...

Strategy Dashboard – Feeling EM-Boldened

Strategy Dashboard: Feeling EM-Boldened Q2 – April 2024 View & Download PDF Version Market capitalization-weighted emerging markets (EM) equity indices are extremely concentrated on a country allocation basis. The top 5 nations in MSCI EM (China, India,...