International

2019 Midyear Insights: Emerging Markets Fight Through Volatility and Headlines

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.

Emerging Markets Debt: A Return to Normal

Sr. Portfolio Manager Margé Karner sees attractive options for active managers headed into the second half of 2018, despite volatility.

10 Things Investors Should Know about the China A Market

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.

Emerging Markets Shake-Up

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.

Emerging Markets Debt: On the Heels of a Goldilocks Year

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.

Urbanization is Changing the Face of Emerging Markets

Today, the massive population shifts from rural to urban areas is transforming the economies of many of the world’s emerging markets.

Tariffs and Trade Wars: How Will Emerging Markets Fare?

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.

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.

Finding Corporate Bond Opportunities in a Volatile World

Volatility is leading to lots of questions about where the corporate bond market is heading. What's keeping PM Kevin Akioka up at night?

Emerging Markets: Beyond Tariffs and Trade Wars

Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.

Emerging Markets Rally: Room to Grow?

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.

Emerging Markets: Not a One-Size-Fits-All Approach

Portfolio manager Patricia Ribeiro takes an active approach when evaluating the 24 diverse countries of the emerging markets universe.

Emerging Markets Have Hit It Out of the Park Recently

A fund's batting average is a measure of consistency—the periods of a manager's outperformance divided by the total number of periods.

Emerging Markets 2018 Outlook: Will EM Continue to Outperform?

In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.

An Attractive Emerging Markets Picture

What, if anything, worries emerging markets portfolio manager Patricia Ribeiro about the future performance of emerging markets?

Strong Rebound for Emerging Markets

A change in Federal Reserve policy was beneficial for emerging markets. Find out where Sr. Portfolio Manager Patricia Ribeiro has seen positive shifts.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

The Case for Investing in Global Small Caps

Small-cap stocks can help provide portfolio diversification and performance potential.

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    International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.