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Jamie Rice Profile
Jamie Rice, CFA
Equity Portfolio Manager
Boston

Insights By Jamie Rice

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2023 Equity Outlook
Emerging markets EM equity Economic cycle Outlook No Optimizely Monetary policy Equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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By

Jamie Rice, CFA

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Fixed income Equity Macro and market USA Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Five reasons to take a closer look at Brazil
I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.
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Jamie Rice, CFA

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Quick Take
2022-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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