Seeing Through Emerging-Market Volatility

Stock markets in emerging markets (EMs) have gotten off to a rough start this year after a challenging 2013. Valuations have fallen and volatility remains high. So should investors add exposure to emerging markets—or is it better to steer clear?

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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. 

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Thinking Outside the Emerging-Markets Box

Forecasting is never an easy task. In the complex and fast-moving world of emerging markets, it’s particularly difficult. We believe investors would benefit from adding a broader approach to their research toolbox.

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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.   

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How to Invest in Emerging Markets 3.0

It’s been 25 years since the emerging-market equities index was created, and much has changed. Today, we believe that emerging markets are on the cusp of a third phase that might compel investors to shift away from benchmarks and focus on absolute risk.

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