Are EM Bonds the Most Obvious Trade in the World?

Published on March 7, 2026

This week I sat down with Eric Fine, who manages emerging market bond portfolios at VanEck. I had a tidy interview all mapped out… and then escalating events in the Middle East reshuffled the deck. That’s okay because it ultimately led us somewhere more interesting than where I’d intended to go.

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Current Positioning and Geopolitical Risks

March 7, 2026
Managed futures strategies, also known as Commodity Trading Advisors (CTAs) or trend-followers, are designed for environments where macro shifts drive persistent price trends across equity, bond, commodity, and currency markets. As geopolitical risk has spiked due to the conflict with Iran, the current backdrop will present a unique test for investment strategies.

Boosting After-Tax Returns: An “All of the Above” Effort

March 8, 2026
Improving after tax returns is rarely as simple as boosting pretax returns or reducing tax expenses. It’s actually quite a bit more involved than that. As we see it, maximizing after-tax performance requires an “all of the above” approach, applying a range of techniques in a holistic way.