Investment firm McIlrath & Eck has significantly increased its stake in the Vanguard Emerging Markets Government Bond ETF (VWOB), a $2.7 million move analysts see as a tactical rotation into higher-yielding sovereign debt amid shifting U.S. rate expectations.
For the first time in roughly two decades, Taiwan has surpassed mainland China as the largest country weighting in the MSCI Emerging Markets Index. The shift, driven by the outperformance of Taiwan's AI-focused tech giants, underscores the immense influence of benchmark providers on global capital allocation and spotlights a significant realignment within emerging markets.
DLocal Limited's third-quarter results reveal a payments platform hitting its stride, with total payment volume soaring 59% year-over-year to a record $10.4 billion. Strong performance in Latin America and strategic expansions underpin a compelling growth narrative for the emerging markets fintech.
Franklin Templeton has launched the Templeton Emerging Markets Debt ETF (TEMD), aiming to give investors targeted exposure to both hard and local currency debt from developing economies, capitalizing on the asset class's recent strong performance.
After a prolonged period of U.S. dominance, international equities are staging a comeback. Analysts point to shifting fundamentals, attractive valuations, and a weakening dollar as tailwinds for emerging markets, with one Vanguard ETF positioned at the center of this transition.
Opera's stock surged following the announcement of expanded Tether (USDT and XAUT) integration in its MiniPay wallet, which processed over $153M in stablecoin transactions in December and aims to simplify crypto access for its 12.6 million users in emerging economies.
The global professional services giant reported stronger-than-expected fourth-quarter results, with revenue climbing 8.7% to $6.60 billion. Strategic investments in digital infrastructure and artificial intelligence are credited for driving growth despite headwinds in insurance pricing.
While Q3 earnings reflect challenging market conditions, the chemical giant reports strong North American performance and accelerates its strategic shift, breaking ground on a flagship advanced recycling plant in Germany and planning a larger facility in Houston.
Altria Group's fourth-quarter earnings revealed a troubling divergence: solid revenue growth paired with a sharp contraction in operating margins. While sales exceeded expectations, investor sentiment turned negative as the tobacco giant grapples with heavy manufacturing investments and an escalating threat from the unregulated e-vapor market.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Industrial supplies giant W.W. Grainger (GWW) posted stronger-than-expected Q4 sales, driven by strategic technology investments and market share expansion, though earnings per share slightly missed estimates amid a challenging macroeconomic climate.
Volkswagen's Scout Motors has seen the budget for its South Carolina electric vehicle factory balloon by $1 billion to $3 billion, citing facility expansion and supply chain investments as key drivers, even as the U.S. EV market cools.
In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.
Oxford Lane Capital (OXLC) reported a challenging third fiscal quarter, marked by a significant drop in net asset value and investment income, prompting management to reduce its monthly distribution. The firm cited volatile conditions in the CLO and leveraged loan markets as key headwinds, while outlining a strategy to preserve capital for opportunistic investments.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.
As Amazon prepares to report its fourth-quarter results, investors are weighing robust cloud reacceleration against hefty AI investments. With the stock lagging behind Magnificent Seven peers, tomorrow's call could set the tone for its 2025 trajectory.
Bio-Techne's Q2 FY2026 results show flat organic revenue, as robust demand from large pharmaceutical clients countered persistent softness in the biotech and academic sectors. Management highlights strategic growth areas and expects gradual market improvement.
After navigating past strategic missteps, online automotive marketplace CarGurus (CARG) is emerging as a leaner, more focused business. With a dominant market position, pricing power, and a cyclical recovery in the used car sector on the horizon, analysts see significant upside potential for the stock.
For the first time in years, international equities have delivered significantly higher returns than the U.S. market. We examine the drivers behind this shift and how investors might thoughtfully approach global diversification.
