Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
AI Panic Is Opportunity for Stock Pickers, Morgan Stanley Says
While passive EM funds often default to market-cap-weighted indexes dominated by a handful of mega-cap tech names, Cullen’s CEMFX applies a rigorous value discipline to uncover dividend-paying companies across a broader, more diverse emerging markets universe. Portfolio Manager Rahul Sharma explains why a weakening dollar, improving EM earnings growth, and six times the qualifying stocks make this actively managed fund a compelling complement to index-based strategies in today’s global environment.