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In 2019, we are seeing emerging markets investors focusing more on the bottom up—for stocks that will outperform—and less on just headline news.
Sr. Portfolio Manager Margé Karner sees attractive options for active managers headed into the second half of 2018, despite volatility.
June 28, 2018
A-shares are shares of mainland China-based companies that are traded the Shanghai Stock Exchange and the Shenzhen Stock Exchange in local currency. The addition of these shares to MSCI's widely followed indexes is expected to spur billions of dollars in foreign investment in the Chinese market.
June 07, 2018
Emerging markets (EM) are grabbing headlines in this time of heightened global market volatility. The latest turmoil remains limited to only a few developing countries, but media reports are fanning fears of contagion. We believe these fears are unfounded.
May 31, 2018
Will 2018 be another positive year for Emerging Market Debt? VP & Sr. Emerging Market Debt Portfolio Manager Marge Karner believes the landscape looks constructive, but there are potential concerns about complacency and valuations becoming stretched.
April 11, 2018
Today, the massive population shifts from rural to urban areas is transforming the economies of many of the world’s emerging markets.
September 27, 2017
The recent negative equity market response—despite limited economic exposures—reflects how markets are trying to price in the risk of escalated US protectionism, rather than any specific tariff. We believe the steel and aluminum tariffs will have a limited impact on emerging markets.
March 09, 2018
Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.
August 17, 2017
Volatility is leading to lots of questions about where the corporate bond market is heading. What's keeping PM Kevin Akioka up at night?
August 03, 2018
Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.
April 04, 2018
Learn why we believe there may still be opportunities in EM, and why investors should consider making emerging markets a strategic part of a diversified portfolio.
February 07, 2018
Portfolio manager Patricia Ribeiro takes an active approach when evaluating the 24 diverse countries of the emerging markets universe.
July 06, 2018
A fund's batting average is a measure of consistency—the periods of a manager's outperformance divided by the total number of periods.
July 11, 2017
In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.
January 24, 2018
What, if anything, worries emerging markets portfolio manager Patricia Ribeiro about the future performance of emerging markets?
October 16, 2017
A change in Federal Reserve policy was beneficial for emerging markets. Find out where Sr. Portfolio Manager Patricia Ribeiro has seen positive shifts.
Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.
January 10, 2019
Small-cap stocks can help provide portfolio diversification and performance potential.
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.