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Emerging Markets

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

Dec 12, 2018 Research Alliance Finding the True Emerging Markets Opportunity Set—Artisan Partners

Portfolio manager Maria Negrete-Gruson and her team discuss the MSCI EM index and how they approach identifying the true EM opportunity set.

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Dec 07, 2018 Research Alliance China Pivots to Face an Imperfect Storm—Thornburg Investment Management

Even before the trade conflict arose, China's economy was slowing on a hangover from prior stimulus. But Beijing is now drawing from a new playbook to foment healthier growth.

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Nov 28, 2018 Research Alliance Ride Hailing in Emerging Markets Is More Than Transport—OppenheimerFunds

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

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Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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Nov 14, 2018 Research Alliance Long-Term Opportunity in Emerging Markets—Thornburg Investment Management

Despite near-term volatility, emerging-market stocks offer attractive medium-term growth opportunities at a discount.

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Nov 05, 2018 Research Alliance Headline Noise Obscures Underlying Emerging Market Drivers—Thornburg

Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make for a potential rebound in 2019.

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Oct 26, 2018 Research Alliance Bucking the Public’s Confirmation Bias on Chinese Stocks—WisdomTree

Does the “global trade war,” quotation marks intentional, spell doom? It depends on your silo. While the mass of investors focus on this issue, few are noting Chinese fiscal expansion or, for that matter, big trade deals being signed right now.

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Oct 23, 2018 Research Alliance Discussing Asia and the Panic in Emerging Markets—WisdomTree

Last week’s “Behind the Markets” podcast highlighted two of the more beaten-down regions on a pure asset price and valuation basis today: Japan and emerging markets. Jeremy Schwartz spoke with Jesper Koll and Edward Cole about the opportunities and the risks.

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Oct 14, 2018 Research Alliance EM Volatility Highlights Need for Different Thinking—Eaton Vance

The new playbook means embracing maximum flexibility to take advantage of the opportunities presented by the large-scale transitions taking place in the economy.

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Oct 11, 2018 Research Alliance Emerging-Market Currencies: Why Contagion Is a False Diagnosis—Parametric

Turkey. Argentina. Who's next? According to many commentators, we're living through an emerging-market epidemic. But what if the only thing we have to fear is fear itself?

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