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Emerging Markets

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

Jun 04, 2019 Research Alliance What Makes EM a Compelling Asset Class?—Artisan Partners

Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.

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Jun 04, 2019 Research Alliance Corporate Governance Considerations in Emerging Markets—Artisan Partners

Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.

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Jun 04, 2019 Research Alliance Are Negative Screens Valuable in Emerging Markets Investing?—Artisan Partners

Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.

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May 22, 2019 Research Alliance China and the MSCI Emerging Markets Index: A Distinction Without a Difference?—Parametric

As MSCI lards more China into its emerging markets index, a look at why some investors may not be getting the truly broad exposure they seek.

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May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

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May 06, 2019 Research Alliance How to Access China in 2019—WisdomTree

This was expected to be the year of the global economic slowdown. But the year-to-date synchronized rally in global equities has stolen the spotlight. So far, Chinese equities have been the star. Kara Marciscano discusses our strategy for investing in China today.

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May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

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Apr 30, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—First Quarter 2019

Inside you’ll find a Q1 recap and Q2 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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Apr 29, 2019 Research Alliance How Close Are We to a U.S.–China Trade Deal?—WisdomTree

Today marks the 298th day of the U.S.-China trade war. Through examination of both Western and Chinese media reports, we believe a trade deal is likely to occur over the next month. Jianing Wu outlines the progress made and how to position your portfolio.

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Apr 24, 2019 Research Alliance Emerging Market Stocks Still Have Room to Run—Thornburg

Despite sprinting higher so far this year, developing country equities appear well positioned to sustain their momentum, and with less volatility.

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