Macro Drivers of Asset Classes

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SPEM: Emerging Markets, A Quiet 2025 Leader, Eyeing All-Time Highs
Seeking Alpha· 2025-08-26 13:25
Emerging markets are flying under the radar in 2025. Europe gets much press, while the US mega-cap AI story is often discussed. Underlying relative strength out of countries like China and Brazil is seemingly going unnoticed, however.Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a na ...
EWD: Sweden Is A Rare High-P/E European Niche, Mixed Technicals
Seeking Alpha· 2025-08-21 14:30
Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...
IWC: Microcaps Hit Key Resistance, Ultra-Low P/E Not Enough Yet
Seeking Alpha· 2025-07-12 11:24
Group 1 - The article highlights a key investment theme where larger market capitalization companies tend to outperform smaller ones, specifically noting that the S&P 100 has outperformed the S&P 500, which in turn has outperformed the S&P MidCap 400 over the past three years [1] Group 2 - The author emphasizes the importance of creating engaging and accessible financial content, focusing on thematic investing, market events, and economic data analysis to relate to everyday investors [2] Group 3 - There is a clear distinction made regarding the lack of any financial positions or relationships with the companies mentioned, ensuring that the analysis is independent and unbiased [3][4]