Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.
It has been a rough year for the American farmer. If absorbing the impact of an escalating trade war with China and its adverse impact on crop prices and export volumes was not enough, farmers are now having to contend with Mother Nature. Cold, wet weather and flooding in the spring of 2019 has created a difficult operating environment for farmers.
Featured Commentary
Driehaus Emerging Markets Small Cap Growth June 2019 Commentary and Attribution
By Chad Cleaver, CFA
Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.
“Turn Those Machines Back On!”
By Ben Olien, CFA
It has been a rough year for the American farmer. If absorbing the impact of an escalating trade war with China and its adverse impact on crop prices and export volumes was not enough, farmers are now having to contend with Mother Nature. Cold, wet weather and flooding in the spring of 2019 has created a difficult operating environment for farmers.