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Emerging Markets

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Dec 04, 2019 Research Alliance The Bright Side of China’s Equities amid Trade War—Thornburg

China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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Oct 22, 2019 Research Alliance Will Today’s EM Speed by Advisors?—Thornburg Investment Management

EM allocation is no longer just a “nice to have.”

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Oct 07, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—Third Quarter 2019

Inside you’ll find a Q3 recap and Q4 outlook, a wealth of current fundamental, technical and structural metrics, asset allocation analysis and a linkable list of related Advisory Blog posts.

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Oct 02, 2019 Research Alliance Emerging Markets Debt: Determinants of Sovereign Bond Quality and Returns—Eaton Vance

Learn the key drivers of sovereign bond quality and performance, along with the role economic policy plays.

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Aug 27, 2019 Research Alliance Reemergence of Earnings Growth—Artisan Partners

Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging-market companies.

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Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

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Aug 14, 2019 Research Alliance An Analyst’s Approach to Valuation—Artisan Partners

Gurpreet Pal, the Emerging Markets team analyst who covers India, discusses how the team thinks about valuation in the context of emerging-market investing.

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Aug 12, 2019 Research Alliance Assessing Corporate Governance—Artisan Partners

We have tailored our investing process to account for volatility, and to pursue what we believe to be the best representation of the EM opportunity set of the future. One key component of this process is our focus on and disciplined approach to assessing corporate governance.

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