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Emerging Markets

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

Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 08, 2019 Research Alliance Manuel López Obrador: Fiscally Conservative Leftist?—OppenheimerFunds

We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.

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Feb 06, 2019 Research Alliance When It Comes to Growth, In China We Trust—OppenheimerFunds

China is slowing, but we expect the government will act as needed to stabilize growth.

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Jan 17, 2019 Research Alliance 2019 Emerging Markets Outlook: The Case for Optimism—Parametric

It’s no secret: Emerging-market equities had a rough 2018. But as we look ahead to 2019, our outlook highlights three reasons this asset class may be poised for a comeback.

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Jan 02, 2019 Research Alliance EM Feeling the Pinch of U.S. Tightening—OppenheimerFunds

With capital flowing back to the United States, emerging markets must adjust to a new world order.

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Dec 17, 2018 Research Alliance Parametric Portfolio Associates "Looking East" Webinar Replay

Hear Tim Atwill, Parametric's head of investment strategy, and his brother David Atwill, associate professor of Chinese history at Penn State University, as they discuss two views on a country frequently misunderstood by many investors.

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Dec 13, 2018 Research Alliance The Presidential Put, the Powell Put, and China’s New Playbook—Thornburg

Volatility may be masking good economic fundamentals globally, reform efforts in China, and attractive investment opportunities.

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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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