Despite an uncertain regulatory environment and a backdrop of rangebound commodity prices, the Emerging Markets (EM) energy sector has yielded a number of idiosyncratic opportunities. This month’s Driehaus EM Small Cap commentary discusses themes and positioning across the energy landscape in greater detail.
Recent macro and political events have been the dominant drivers of near-term returns in Emerging Markets (EM). This month’s commentary discusses the strategy’s positioning and outlook in the aftermath of the US election and recent China stimulus.
On March 15, 2024, the National Association of Realtors (NAR) settled a lawsuit brought by Missouri home sellers, agreeing to remove mandatory commission split offers. The industry standard had been a 5-6% commission paid by the home seller and split between the seller’s and buyer’s agents.
Featured Commentary
Driehaus Emerging Markets Small Cap Equity Strategy November 2024 Commentary
By Chad Cleaver, CFA
Despite an uncertain regulatory environment and a backdrop of rangebound commodity prices, the Emerging Markets (EM) energy sector has yielded a number of idiosyncratic opportunities. This month’s Driehaus EM Small Cap commentary discusses themes and positioning across the energy landscape in greater detail.
Driehaus Emerging Markets Small Cap Equity Strategy October 2024 Commentary
By Chad Cleaver, CFA
Recent macro and political events have been the dominant drivers of near-term returns in Emerging Markets (EM). This month’s commentary discusses the strategy’s positioning and outlook in the aftermath of the US election and recent China stimulus.