An Emerging Markets Renaissance
Hindsight is 20:20—and investors often look back wistfully and wonder why they didn’t recognize an opportunity when it presented itself. With cheap equity valuations, cheap currencies and robust risk premiums, emerging markets may currently be such an opportunity—if you know where to look.
Emerging Markets Valuations
by Jeremy Schwartz, Christopher Gannatti & Jeff Weniger
We believe the current environment is setting up an interesting opportunity for the astute investor to capitalize on inexpensive equity valuations in high-dividend-paying Emerging Markets equities. At the same time, those same markets are priced in currencies that in aggregate are at valuations akin to those seen near the beginning of Emerging Market’s large multiyear outperformance run that commenced at the beginning of this century.
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Commentaries from Our Thought Leaders
by Christopher Gannatti & Jeff Weniger
After tough returns in the 2013, 2014 and 2015 calendar years, many clients abandoned emerging market equity exposure. Today we examine those equities’ valuations relative to other equity markets.
by Christopher Gannatti
The three years as of December 31, 2015, was a very tough period for emerging markets. Since then, the MSCI Emerging Markets Index has outperformed the S&P 500 Index. But after 15 months of outperformance, has the window closed?
by Joseph Tenaglia
Emerging market (EM) equities sold off sharply following the election of Donald Trump last November, perhaps owing to the protectionist rhetoric and tough trade talk from the president-elect. That sell-off represented a pause in the party, but certainly not the end of it.
Additional Resources for Financial Professionals
Timing Is Everything, and It’s Good for Emerging Markets
The time may be right to consider emerging markets. These WisdomTree Funds may be best positioned to help you capitalize on emerging market opportunities.