Derrick Irwin, CFA, presents his views on emerging markets with the help of Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Asset Management.
It is now cliché to state that the outlook for 2017 and beyond is uncertain and that the margin for error is high.
Investment analyst Jo Lee, CFA, FRM, explains how our research shows that investors could be better served during volatile periods and over the long term.
Dr. Brian Jacobsen discusses the financial state of emerging markets companies.
Let’s imagine Plutus, the Greek god of wealth, was feeling so benevolent at the beginning of 2016 that he let all emerging market investors in the land know the following events would occur with certainty in the coming year:
Dr. Brian Jacobsen discusses how the valuation story supports his outlook for emerging markets in the year ahead.
Volatile equity performance in emerging markets has led some investors to chase performance historically, buying shares when prices are high and selling them when prices are lower.
In 2016, investors seemed to throw in the towel on emerging markets. After the U.S. presidential election, emerging markets came under further pressures.
Today we have a guest post by Derrick Irwin, CFA, a portfolio manager of the Wells Fargo Emerging Markets Equity Fund and Berkeley Street Emerging Markets team.