PORTFOLIO UPDATE – Global Resources (April 2012)
Commodities and natural resource equity investments declined in April. The Dow Jones-UBS Commodity Index lost 0.4%; commodity equities had greater losses. (Read more)

PORTFOLIO UPDATE – Emerging Markets (April 2012)
Emerging market equities declined 1.2% in April, though they are still up 12.8% for the year. Emerging markets valuations remain attractive historically and compared to the developed world. (Read more)

CNBC.com Video – Emerging Markets Are Very Attractive (April 2012)
David Lee, Portfolio Manager and Investment Director, Newgate Capital, says emerging markets – as compared to developed economies which suffer from notable fiscal deficits – have outperformed and are very attractive because of urbanization and a rising middle class. (Watch video)