The growth of emerging markets increasingly fuels our world’s economy. Over the past five years, emerging market equities have shown stronger growth than their developed world counterparts—and non-state-owned enterprises have spearheaded that charge. With less than 20% government ownership, these companies embody the growing consumer class and privatization that continually shape the emerging markets world. While they tend to trade at a premium, we believe it’s more than justified by their large performance, quality and growth rate gap.
As the global economy reawakens, the time may be right to capitalize. Our broad family of emerging market ETFs has helped clients create more complete emerging market allocations, seize growth opportunities, reduce risk and generate more income.
Strategies for Investing in Emerging Markets
Discover how our multi-factor approach can help manage currency risk in emerging markets.
Learn how you can potentially tap into the higher growth rates of emerging markets by minimizing exposure to state-owned companies.
Find out why leveraging a divided approach could be beneficial for managing valuations in emerging markets.
Commentaries from Our Thought Leaders
The value factor has continued to outperform growth globally, including in emerging markets (EM). Alejandro Saltiel discusses how our EM ex-state-owned strategy has outperformed thanks to its state-ownership screen along with a tilt to the most profitable companies in the region.