Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
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CEMFX vs. EM Index Funds: Cullen’s Active Advantage in Emerging Markets
Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.
Investors are 'Agitated by Anything Short of Perfect' This Earnings Season
Two thirds S&P 500 companies reporting they missed Wall Street estimates for earnings per share and sales have seen an average 1 day decline of 7.4%.