Recent Articles

Investors Upgrade EM Outlook from One Year Ago

February 13, 2017 | Author: Marc Zeitoun | Categories: Chart of the Week, Emerging Markets, Strategic Beta

Investors Upgrade EM Outlook from One Year Ago
Emerging Market Sentiment is up from one year ago. Investors have boosted their sentiment towards emerging markets (EM) since this time last year, according to the Columbia Threadneedle Investments Emerging Market Investor Sentiment Survey. At the end of 2016, the survey's Investor Sentiment Score dropped 9% from Q2 to 627, indicating investors generally have a “neutral” outlook towards EM for the next 12 months. While sentiment is down from Q2, it is up 27% from the end of 2015. The results are consistent with market performance that showed EM was up 10.8% in 2016, but underperformed the U.S. markets following the presidential election....
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EM Cities - Consumption Growing Rapidly

February 06, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

EM Cities - Consumption Growing Rapidly
The urban world is overwhelmingly where consumption will take place. Emerging markets are following the trend seen in developed markets, which became wealthy as they urbanized. McKinsey & Co. note that by 2030, consumers in large cities will generate 81 percent of global consumption and 91 percent of global consumption growth. Notably, consumption is predicted to shift rapidly toward cities in emerging economies....
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A Great Expansion in the Global Middle Class

February 01, 2017 | Author: Edward Kerschner | Category: Emerging Markets

A Great Expansion in the Global Middle Class
The world has witnessed two great expansions of the middle class since 1800; the third is happening today in the emerging markets. These changes have just begun. Reaching the middle class is not just an aspirational benchmark, but signifies when consumption levels begin to grow exponentially. Global spending by the middle class is projected to grow from $21 trillion in 2009 to $35 trillion by 2020 and $56 trillion by 2030 - and over 80% of this growth comes from Asia....
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Earnings Matter

January 30, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

Earnings Matter
Earnings matter most, followed by dividends... The total return of an index can be decomposed into four parts - the change in earnings, the change in dividends, the currency movement and the change in valuation. Over the long run, emerging market (EM) returns have been dominated by earnings growth and dividends....
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EM Flows Slightly Positive in Q4 2016

January 24, 2017 | Author: Karl Desmond | Categories: Chart of the Week, Emerging Markets

EM Flows Slightly Positive in Q4 2016
2016 marked the biggest annual inflow into the emerging markets (EM) space in the past 3 years, with a total of $19.8 billion added to EM mutual funds and exchange-traded funds (ETFs). Q4 was positive yet not as strong as Q3, with a total of $47 million in net flows. This was largely driven by outflows immediately following the U.S. presidential election....
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