Section
Emerging Markets
435 posts
Beyond the EM-DM Divide: Allianz Research's 4Rs Framework Reframes Emerging Market Risk
by Editorial Team, AdvisorAnalyst.com The Iran war has done something no oil shock has done before. According to…
The Lost Decade Is Over: Allspring Makes the Case for Emerging Markets 2.0
A decade of U.S. equity exceptionalism has conditioned investors to look past emerging markets. Allspring's Alison Shimada, Elaine Tse, and James Gudger argue that conditioning is now a liability.
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
Emerging-Market Equities: A Brief History of Volatility and Recovery
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential?
Rotation, momentum and geopolitical risk
In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Five catalysts for international value stocks in 2026 and beyond
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.
Five Reasons the Run in Emerging Markets Could Continue
LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings, and AI-driven growth.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability in the next market cycle.
Emerging Markets: The Next Phase in Market-Broadening
by Shannon L. Saccocia, CFA, Chief Investment Officer - Wealth, Neuberger Berman At the same time developed markets…
BlackRock’s 2026 Outlook: The Quiet Revolution in AI & International Equities
"At this stage, we would view bouts of AI-related market trepidation as a pause that refreshes." — Carrie…
BMO GAM 2026 Outlook: Five Themes, Many Threads
BMO Global Asset Management (BMO GAM)’s January 2026 Market Outlook1, delivered by Chief Investment Officer Sadiq Adatia, opens…
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
How US Dollar Weakness Could Buoy Emerging Markets
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, Christian DiClementi, Portfolio Manager—Emerging Market Debt, AllianceBernstein Emerging-market assets have benefitted…
Goldman Sachs: What the Next 10 Years May Look Like for Global Equity Investors
Most people worry about what the market will do this month, or maybe this year. But the real…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…