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Emerging Markets

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

Mar 27, 2020 Research Alliance Emerging Market Investors Bet on China—Parametric

Updates on the state of the financial markets. This week: Emerging market investors grab greenbacks and bet on China.

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Mar 03, 2020 Research Alliance Coronavirus Doesn’t Infect Emerging Markets’ Medium-term Outlook—Thornburg

Headlines about the COVID-19’s impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.

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Feb 12, 2020 Research Alliance An Emerging Markets Strategy That’s Always in Style—Thornburg

In EM, balance your style and let promising stocks lead the way.

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Feb 11, 2020 Research Alliance Prognosticating China’s Coronavirus-Struck Markets—Thornburg

If the novel coronavirus’s spread hurts some industries, others are positioned to benefit from the fallout. Examining the short- and long-term implications of the virus’s effect on global supply chains.

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Feb 04, 2020 Research Alliance Yet Another Year of Bullish Emerging Markets Calls?—Thornburg

Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.

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Jan 21, 2020 Research Alliance Top Ten Reasons Emerging Markets Poised to Rally in 2020—Thornburg

After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come, thanks to accelerating and broad-based drivers.

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Jan 14, 2020 Research Alliance Which Chinese Stocks Offer Shelter in Trade and Hong Kong Storms?—Thornburg

China’s GDP is changing and creating new investment opportunities. Thornburg Fund Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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Oct 22, 2019 Research Alliance Will Today’s EM Speed by Advisors?—Thornburg Investment Management

EM allocation is no longer just a “nice to have.”

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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