Why Emerging Markets Now?
Emerging markets represent amazing opportunities—in fact, the world’s economy is increasingly powered by the growth of emerging markets and the evolution of the emerging market consumer.
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
Following the signing of the long-awaited Phase One trade deal, investors have become increasingly optimistic on China. Brian Manby discusses how to add China to your portfolio in a way that minimizes the government’s influence on its companies.
Sometimes investors have the right idea but the wrong approach to investing in emerging markets equities. Kara Marciscano discusses how excluding state-owned enterprises from the investable universe can be a simple and effective way to not only tilt toward higher growth companies, but also reduce the risk of political influence.
Enthusiasm for market-cap weighted indexing rests on market efficiency. Occasionally systemic asset bubbles or excesses in individual company valuations can challenge that efficiency. Matt Wagner raises the question: should indexes screen on fundamentals for inclusion, and for weighting?