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Emerging Markets

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

Aug 15, 2019 Research Alliance Game of Bridge or Game of Thrones between China and U.S.?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren sorted through all the noise of the recent market headlines about China, with three unique guests.

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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 12, 2019 Research Alliance India’s Unconventional Rate Cut and What It Means for Investors—WisdomTree

Gaurav Sinha analyzes the RBI’s latest monetary policy direction and what it means for domestic growth and global emerging market investors.

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Aug 08, 2019 Research Alliance Artisan Sustainable Emerging Markets Fund Q2 2019 Update—Artisan Partners

Meagan Nace, Sustainable Emerging Markets Team Analyst, discusses portfolio performance and the team’s differentiated approach to sustainable investing.

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Aug 07, 2019 Research Alliance A Bullish View amid China Uncertainty—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Professor Jeremy Siegel, First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

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Aug 06, 2019 Research Alliance EM's Golden Hour—Thornburg

It’s one of the best times to invest in emerging markets.

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Aug 05, 2019 Research Alliance Two Strategies for One Emerging Markets Approach—WisdomTree

Brian Manby analyzes the potential of our emerging markets barbell approach to giving investors the yield, volatility mitigation and returns they are looking for.

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Jul 22, 2019 Research Alliance Get the Most out of Emerging Markets—WisdomTree

Through the first six months of the year, emerging markets have lagged most developed markets, despite entering the year poised for a rally and then falling during May’s sell-off. In light of this volatility, Brian Manby discusses how a dividend-weighted approach to emerging market small-cap equities strikes an intriguing balance between return potential and volatility mitigation.

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Jul 12, 2019 Research Alliance Same Kettle, Different Fish: The Limited Effect of Regions in Emerging Market Returns—Parametric

In this on-demand webcast, Jennifer Sireklove, CFA, Managing Director of Investment Strategy, and Greg Liebl, CFA, Senior Investment Strategist, discuss the myth of regional correlation in emerging markets, a recap of emerging markets in Q2 2019, and Parametric’s Emerging Markets Strategy performance.

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Jun 12, 2019 Research Alliance Concentration Risk: Will You Know It When You See It?—Parametric

At a certain level, an index’s overweight to a single country, sector, or security becomes a concern for all investors. Three examples from history demonstrate why concentration risk is a problem.

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