Is the rally in emerging markets (EM) equities finished? Will investors reduce their allocations to the asset class following a 51.4% cumulative return in the MSCI Emerging Markets Index (the EM Index) over the past 21 months beginning in March 2016? Three variables–historical patterns, future earnings prospects, and current ownership of EM stocks–may indicate that the asset class still has room for appreciation.
Dr. Brian Jacobsen, CFA, CFP, is a Senior Investment Strategist with the Wells Fargo Asset Management Multi-Asset Solutions Team.
Alison Shimada, portfolio manager with the Emerging Markets Equity Income Team points to where they’re seeking opportunity and why.
Emerging markets have risen significantly in 2017. Is there room to run and values to be found? Emerging market portfolio manager Derrick Irwin provides insights.
It’s hard to believe that a year ago, people were fretting over whether we’d see the return of deflation.
The G20 summit released a closely watched statement outlining the policy priorities of fiscal ministers from its 20 member countries.
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.