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50% i afkast i emerging markets og råvarer?

Mebane Faber fra Cambria Investment Management argumenterer i sit seneste indlæg for, at der er gode tider i vente for emerging markets og råvarer efter de seneste års elendige performance: “On the large asset class level, we have two assets that are down three years in a row. As mentioned above, this is just the fifth and sixth times across 378 years that this opportunity has existed. What are they? Emerging stocks and commodities.”

Link: http://mebfaber.com/…/50-returns-coming-commodities-emergi…/

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