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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.
July 2019
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
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
Today, the massive population shifts from rural to urban areas is transforming the economies of many of the world’s emerging markets.
September 2017
Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.
August 17, 2017
A change in Federal Reserve policy was beneficial for emerging markets. Find out where Sr. Portfolio Manager Patricia Ribeiro has seen positive shifts.
April 2019
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
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.