Stop Thinking About Emerging Markets as “One Big Blob”

Published on February 14, 2026

Gavekal CEO Louis Gave is one of my favorite people to speak with on anything related to portfolio construction and the non-US perspective, and I knew our latest conversation about emerging markets (EM) would be anything but conventional.

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Private Credit: What It Is and Where It Fits

February 14, 2026
Private credit has been in the news lately. That’s nothing new. For years, investors have read about the potential opportunities the asset class offers and how it works. Let’s dig a little deeper into what private credit is, what it isn’t and how it can fit into a diversified investment portfolio.

Silver Market Expected to Run Sixth Straight Supply Deficit This Year

February 15, 2026
The silver market is projected to run its sixth straight structural supply deficit in 2026 as investment demand remains high.