With European Sentiment Up, Market Cap Focus Should Be Down
Investors have added $14.4 billion to broad-based European ETFs in 2017, and it is easy to see why. Looking beyond the market-friendly election results across the region, sentiment indicators reached their highest levels in more than a decade.
Hungry for Quality? Here's Where to Go
Strong Buy Signal: EM Valuation Gap vs. S&P 500
Given several years of diverging returns between U.S. and emerging market equities, it should come as no surprise that EM equities currently trade at a discount to U.S. equities. The size of that discount, however, is something that we feel is not being fully appreciated by many investors.