Market Winners Stall As Oil Prices Revive Inflation Fears

Commodities and stocks continue to drive solid gains in global asset allocation strategies in 2026, based on a set of ETFs tracking the major asset classes through Friday's close. The WisdomTree GCC Commodity ETF is up nearly 26% so far in 2026, far ahead of the rest of the pack.

Seeking Alpha • Oct 26, 2026

Total Return Forecasts: Major Asset Classes - October 2, 2026

The long-run return forecast for the Global Market Index continued to edge higher in September. Fueled by a decline in financial markets last month, GMI's projected return increased for a fifth straight month.

Seeking Alpha • Oct 2, 2026

Africa's Long-Term Growth Story

Africa's long-term opportunity is broadening, supported by demographics, urbanization, agriculture, energy, and critical minerals. Global competition is creating new opportunities, as countries seek to capture more value from their resources and attract investment.

Seeking Alpha • Sep 29, 2026

EMLC: Reiterating My Cautious Stance As The Dollar Strengthens

Emerging market local currency debt has outperformed some other types of bond funds recently but now faces mounting headwinds. Favorable currency tailwinds are fading as the U.S. dollar has started to strengthen. Fed rate hikes are likely to support a stronger dollar. VanEck JP Morgan EM Local Currency Bond ETF's intermediate duration exposes it to some downside price risk as rates rise.

Seeking Alpha • Sep 26, 2026

Total Return Forecasts: Major Asset Classes - September 2, 2026

The total return forecast for the Global Market Index continued to tick higher in August for the long-run outlook. The latest GMI return forecast (an annualized 8.1% performance) is modestly above last month's estimate but still far short of the benchmark's trailing return for the past ten years, although the gap has been narrowing lately.

Seeking Alpha • Sep 2, 2026

Foreign Bonds Take The Lead Over U.S. Fixed Income In 2026

Diversifying into foreign bond markets has been a win for US investors this year, based on a review of a set of ETFs through Aug. 27's close. The Vanguard Total Bond Market ETF, a proxy for government and investment‑grade corporates, is essentially flat, posting a fractional 0.2% rise.

Seeking Alpha • Aug 28, 2026

VanEck's Top 10 Income ETFs Ranked by ETF Yields

Many investors need more than traditional bonds can deliver. VanEck provides access to a range of higher-yielding asset classes built for today's income environment.

ETF Trends • Aug 16, 2026

AI-driven surge in bond yields could be next risk for markets and growth

Market gauges of inflation-adjusted borrowing costs have shot to their highest in more than a decade across major economies as AI companies and governments ramp up bond sales, raising ​risks for stock markets and the world economy.

Reuters • Aug 14, 2026

Value in Latin America's Giant? Opportunities in Brazil

South Korea and Taiwan are grabbing the majority of financial news headlines when it comes to international exposure, but a peek inside Latin America reveals potential opportunities. Brazil, in particular, could be offering investors ample value in both equities and bonds beyond those aforementioned countries already benefiting from the artificial intelligence (AI) buildout.

ETF Trends • Jul 30, 2026

Diversified Portfolios Show Resilience Amid Escalating Iran War

With the Iran war escalating, the conflict is again getting harder to ignore, which strengthens the case for maintaining a globally diversified portfolio. Energy prices are rising again, and the specter of elevated inflation and potential Federal Reserve rate hikes is once more a risk factor on the march.

Seeking Alpha • Jul 20, 2026