Eswarie Subrahmanyam S. Balan / Currency Hedged Equity, Emerging Markets on 21 May 2015

Changing Currency Tides: Emerging Markets

Recently, the emerging markets (EM) have been embattled in a storm of currency weakness and disappointing performance. However, that tide may be starting to turn.

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Christopher Gannatti / Abenomics, Currency Hedged Equity, Equity, Japan on 14 May 2015

The Most Wonderful Time of the Year (for Japanese Equities)

March 31 marks the end of Japan’s fiscal year, making it a very important point from which to gauge how Japanese stocks are behaving and, ultimately, whether Abenomics is having any real impact.

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Jeremy Schwartz / Currency Hedged Equity, Emerging Markets, Equity on 12 May 2015

South Korea Valuations Close to 2009 Levels

South Korea is heavily dependent on exports—which account for over 50% of its gross domestic product (GDP)—to drive its economic growth. Since the country is so heavily dependent on exports, I feel it has a lot to benefit or lose from currency weakness or strength, respectively.

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Tripp Zimmerman / Currency Hedged Equity, Dividends, Equity on 08 May 2015

South Korean Dividends May Still Have Room to Grow

South Korea’s market returns have been lackluster, primarily due to weaker corporate profitability as a result of competitive headwinds from corporate Japan and a strengthening won. We do not think South Korea will sit idly by and watch its competitiveness evaporate, and we are already seeing signs of government intervention, which could be just the beginning.

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Jeremy Schwartz / Currency Hedged Equity, Equity, Europe on 01 May 2015

Top-of-Class European Performance

European markets are dominating headlines this year, from both an economic policy front, with Mario Draghi unleashing a fresh round of monetary stimulus, and a market performance perspective, with European bourses leading indexes higher and the euro tanking.

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