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Are Emerging Markets Poised For The Long Run?

06:06am, Tuesday, 18'th Aug 2020
It's been a remarkable decade for the S&P 500 Index. Less so for global benchmarks.
Emerging markets provided us a great warning for the decline experienced earlier in 2020. Emerging markets are now setting up for a multi-year rally.
Why we think EM equity asset class will be among the most attractive investment opportunities over the next decade.
We believe compelling opportunities exist for investors in EM stocks at a time when many emerging economies - especially Asia excluding Japan - are recovering from the virus-related sudden stop in act
Today, China's economic recovery continues ticking along, and we are even seeing some indicators showing growth relative to last year.
From a sector and industry perspective, we're starting to see hints of cyclicality returning to the marketplace after taking the last several weeks off (read: summer doldrums).
Our research shows investor sentiment toward emerging and developed markets has decoupled, coinciding with the recent stretch of EM outperformance.
During the COVID-19 crisis, investor flight to safety assets and a strong US dollar battered emerging market stocks this year.
The global pandemic has accelerated growth in certain sectors and industries such as digital payments, e-commerce, data centers, telemedicine and video gaming, with disruption timelines shortening.

Global X ETFs: 2020 Second Half Outlook

10:36am, Saturday, 18'th Jul 2020
2020 has been quite the start to a new decade. COVID-19, the economic shutdowns and quick actions by the Fed have certainly taken center stage during the first half.

Emerging Markets: Opportunities And The Road Ahead

10:39am, Wednesday, 15'th Jul 2020
With the spread of COVID-19 having slowed in recent months, the focus of policymakers and markets has started to shift from the immediate needs of the health crisis towards the economy.
Today, it seems that US investors have reached the underperformance pain point with broad Emerging Markets.
Smart Beta ETF report for CRBN

The Diverging Fortunes Of Emerging Markets

09:41pm, Wednesday, 01'st Jul 2020
A central bank's ability to fight inflation is constrained by the sovereign's ability to weather an economic slowdown and service its debt. Some EMs have earned
Our base case is that the global economic recovery in its initial stages will be slow and uneven. We assume there will be a gradual easing of lockdowns and a gr
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