GDP Leaves False Trail in Emerging Equities

Morgan C. Harting (pictured) and Nelson Yu Many investors in emerging markets (EMs) believe that identifying the fastest-growing economies is the key to finding higher returns. But while this approach has been effective in fixed-income investing, our research shows that it’s fairly useless for guiding country selection in developing-market equities.

read more

The Path to Becoming an Emerging Market

By Henry D’Auria (pictured) and Morgan Harting Why have some equity markets in the developing world flourished more than others? It’s a pivotal question for investors hoping to stake an early claim to the potential emerging-market (EM) success stories of the next decade. 

read more

Value Stocks Beckon in Emerging Markets

Henry D’Auria (pictured) and Morgan Harting Years of playing defense have left many emerging-market (EM) equity portfolios laden with pricey safe-haven stocks. We think they risk missing the big opportunity that’s brewing in value stocks, especially as EM economies begin to stabilize.   

read more

Archives by Month:

Archives by Subject: