Tag Archives: Emerging markets

What emerging markets debt means for investors

When looking at current emerging markets debt levels, it’s understandable that investors have concerns and questions, especially when analyzing past debt crises for clues on what could happen soon. From Latin America in 1982 to Uruguay in 2002, emerging markets … Continue reading

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Diversity creates opportunity in emerging markets

Learn how diversity gives this emerging markets team an informational advantage to find income and opportunity for investors. Anthony Cragg and his team join Amy George. Listen to the podcast (new window). Here from the backseat of our cab, this … Continue reading

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Next time you think of emerging markets, think of dividends

Today we have a joint blog post by Anthony Cragg and Stephen Kinney, CFA, of the Wells Fargo Advantage Emerging Markets Equity Income Fund. The emerging markets have spent the past few months earning their reputation as members of a … Continue reading

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Emerging markets investors shouldn’t dread a Fed hike

In 1997, the Federal Reserve (Fed) hiked its target for the federal funds rate from 5.00% to 5.25%. It was only a quarter percentage point. No big deal. It was an even lesser deal when you consider the prevailing level … Continue reading

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Emerging markets: Sectors and trends to watch

Local innovation may lift emerging markets to global leader status. Portfolio Manager Alison Shimada joins Dr. Brian Jacobsen, CFA, CFP®, to explain.

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On U.S. growth: Near-term concern, long-term optimism

Today we have a joint post by Dr. Brian Jacobsen, CFA, and John Manley, CFA.   “Humans are pattern-seeking, storytelling animals, and we are quite adept at telling stories about patterns, whether they exist or not.” —Michael Shermer, science writer We’d … Continue reading

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Opportunities in emerging markets now

Short-term challenges for one emerging market create potential opportunity for another; the key is being selective. A growth-and-income approach makes anytime the right time to invest, but great valuations offer compelling opportunities now. Anthony Cragg, senior portfolio manager and managing … Continue reading

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Five reasons why emerging markets companies pay dividends

For investors seeking a fresh source of dividends, it’s time to think about emerging markets. In our last post, we discussed the prevalence of dividend-paying companies in emerging markets, illustrated by the fact that nearly 92% of companies within the MSCI … Continue reading

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What’s rocking in equities? (excerpt)

John Manley, CFA, chief equity strategist at Wells Fargo Funds Management, LLC, addresses the big topics rocking the equity markets in this excerpt of On the Trading DeskSM from Tuesday, October 7, 2014. Listen to the full interview. We’ve got … Continue reading

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Emerging markets—investing in dividend companies all along

Investors typically look to emerging markets equities for growth potential, not income. Higher-yielding stocks, by contrast, are usually associated with lower-growth prospects and old-economy sectors, such as utilities and telecommunication services companies. While the conventional wisdom may be true in … Continue reading

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