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.
Commentaries from Our Thought Leaders
After an eventful year, many investors are asking: is investing in ex-state-owned companies in emerging markets still better than investing in the full market? Alejandro Saltiel explains why our answer is, yes.
For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. Joe Tenaglia explains how small caps have served as a quiet bright spot for EM investors.